Legacy Bridge Private Family Offices
Legacy Bridge Private Family Offices is an SEC-registered wealth manager in West Des Moines, IA with $425.8M assets under management (AUM, regulatory AUM), +31% over one year. See who owns Legacy Bridge Private Family Offices: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282261, SEC 801-107113, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $425.8M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- West Des Moines, IA
- Employees
- 8
- Clients
- 67
- CRD
- 282261
- Ownership
- MICHAEL T. ZUENDEL REVOCABLE TRUST DTD 12/21/2015; CAROLYN LORETTA ZUENDEL TRUST; KADLEC, TIMOTHY, L; ZUENDEL, MICHAEL, THOMAS; DIANNA ELIZABETH ZUENDEL TRUST
How much AUM does Legacy Bridge Private Family Offices have?
Legacy Bridge Private Family Offices reported $425.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Legacy Bridge Private Family Offices?
Disclosed owners and executives of Legacy Bridge Private Family Offices include MICHAEL T. ZUENDEL REVOCABLE TRUST DTD 12/21/2015, CAROLYN LORETTA ZUENDEL TRUST, KADLEC, TIMOTHY, L, ZUENDEL, MICHAEL, THOMAS, DIANNA ELIZABETH ZUENDEL TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.