Legacy Bridge provides portfolio management for individuals and small businesses.
Legacy Bridge reports 67 clients. They include 39 individual clients, 27 high-net-worth individuals and 1 charitable organization. Of its assets, 100.0% ($426M across 117 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 58% | 3% |
| High-net-worth individuals | 40% | 96% |
| Charitable organizations | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 39 | $11.7M | 2.8% | $301K |
| High-net-worth individuals | 27 | $411M | 96.4% | $15.2M |
| Charitable organizations | Fewer than 5 | $3.5M | 0.8% | $3.5M |
| Total | 67 | $426M | 100% | — |
- Clients
- 39
- Regulatory AUM
- $11.7M
- AUM share
- 2.8%
- Avg. per client
- $301K
- Clients
- 27
- Regulatory AUM
- $411M
- AUM share
- 96.4%
- Avg. per client
- $15.2M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.5M
- AUM share
- 0.8%
- Avg. per client
- $3.5M
Total
- Clients
- 67
- Regulatory AUM
- $426M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Legacy Bridge is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees), performance-based fees and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Michael T. Zuendel Revocable Trust DTD 12/21/2015 owns 75% or more of Legacy Bridge. The leadership team of Legacy Bridge includes Chief Investment Officer Timothy Kadlec. It has 8 employees, 3 of them in advisory roles.
Leadership
- Timothy KadlecChief Investment Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 3 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Legacy Bridge, LLC
Michael T. Zuendel Revocable Trust DTD 12/21/2015
Control person · since December 2017
Michael Zuendel
Trustee · Control person · since December 2017
Legacy Bridge’s regulatory assets grew 1.7× from $256M (March 2021) to $426M (March 2026); clients rose from 28 to 67 and employees were 8 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $426M | 67 | 8 | 1 |
| March 2025 | $326M | 39 | 8 | 1 |
| April 2024 | $287M | 35 | 8 | 3 |
| March 2023 | $293M | 35 | 7 | 3 |
| February 2022 | $288M | 33 | 7 | 1 |
| March 2021 | $256M | 28 | 8 | 1 |
Besides its headquarters, Legacy Bridge has 0 offices, with 1 listed address in Iowa.
Iowa · 1 listed address
- 5810 Grand Ave, West Des MoinesHQ
Other business names
Legacy Bridge has reported 1 other business name to the SEC.
- Legacy Bridge Private Family Offices
Contact and registration details
- Legal name
- Legacy Bridge, LLC
- Headquarters
- 5810 Grand Ave, West Des Moines, IA 50266
- Website
- legacybridgepfo.com
- Phone
- 515-421-4870
- @legacy-bridge-pfo
- SEC file
- 801-107113
- Structure
- Delaware LLC
- Fiscal year end
- December
Legacy Bridge uses Charles Schwab ($390M) as custodian for its separately managed accounts. Legacy Bridge has custody of $188M in client assets for 22 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $390M100%
At year end, Legacy Bridge’s separately managed accounts were mostly in stocks (54%) and bonds (25%). Its reported 13F holdings for the quarter ended 30 June 2026 total $324M across 322 positions; the largest are GE Vernova Inc. (4.1%), Sterling Infrastructure Inc. (3.8%) and Nvidia Corporation (3.6%).
What the accounts hold
- Stocks54%
- Funds15%
- Bonds25%
- U.S. government and agency bonds17%
- Investment grade corporate bonds6%
- State and local bonds2%
- Cash6%
Reported 13F holdings
- $324M
- Reported 13F value
- 322
- Positions
- 27.1%
- In the 10 largest
- +23.5%
- Value vs. prior quarter
- GE Vernova Inc.4.1%
- Sterling Infrastructure Inc.3.8%
- Nvidia Corporation3.6%
- Caterpillar Inc.2.5%
- Broadcom Inc.2.4%
- Micron Technology Inc.2.3%
- Palantir Technologies Inc. · CL A2.2%
- Arista Networks Inc. · Com Shs2.1%
- Vertiv Holdings CO · Com CL A2.1%
- Celestica Inc.2.0%
Together, the ten largest are 27.1% of reported value.
How many clients does Legacy Bridge have?
Legacy Bridge has 67 clients and manages $426 million for them, as of March 2026. They include 39 individual clients, 27 high-net-worth individuals and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 March 2026
What services does Legacy Bridge offer?
Legacy Bridge provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Legacy Bridge use?
Legacy Bridge’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $390M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 March 2026
How many financial advisors does Legacy Bridge have?
Legacy Bridge has 2 investment adviser representatives registered with state securities authorities, out of 8 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Legacy Bridge invest in?
At the end of its last fiscal year, Legacy Bridge’s separately managed accounts held 54% exchange-traded equities, 17% U.S. government and agency bonds, 15% registered funds (mutual funds, ETFs, BDCs), 6% investment grade corporate bonds, 6% cash and equivalents and 2% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Legacy Bridge?
Legacy Bridge’s direct owner is Michael T. Zuendel Revocable Trust DTD 12/21/2015 (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 March 2026
How does Legacy Bridge get paid?
Legacy Bridge is paid through a percentage of assets under management, hourly charges, fixed fees, performance-based fees and other compensation. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Legacy Bridge?
Legacy Bridge’s main office is at 5810 Grand Ave, West Des Moines, IA 50266. Its phone number is 515-421-4870. Its website is legacybridgepfo.com.