Legacy Bridge, LLC
● SEC registered since 2016CRD 282261SEC# 801-107113West des Moines, IA
Reg. AUM
$425.8M
Employees
8
Accounts
117
Location
West des Moines, IA
Legacy Bridge, LLC assets under management
Legacy Bridge, LLC is an investment advisory firm registered with the SEC based in West des Moines, IA. The firm has been registered since 2016. It reports $425.8 million in regulatory assets under management and employs 8 people.
Legacy Bridge, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carolyn Loretta Zuendel Trust Control | Owner | Under 5% | 2018 |
| Dianna Elizabeth Zuendel Trust Control | Owner | Under 5% | 2018 |
| Michael T. Zuendel Revocable Trust Dtd 12/21/2015 Control | Owner | Over 75% | 2017 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Legacy Bridge, LLC manage?
Legacy Bridge, LLC reports $425.8 million in regulatory assets under management on its Form ADV.
How many employees does Legacy Bridge, LLC have?
Legacy Bridge, LLC reports 8 employees.
Where is Legacy Bridge, LLC located?
Legacy Bridge, LLC is based in West des Moines, IA and has been SEC-registered since 2016.
Does Legacy Bridge, LLC disclose fund performance?
Legacy Bridge, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5810 Grand Ave, West des Moines, IA 50266 |
| Phone | 515-421-4870 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1689144 |
| Discloses disciplinary history | No |
Regulatory AUM
$425.8M▲ 31%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$425.8Mregulatory AUM
Discretionary $425.8M