SourcingSourcing

LEGACY BRIDGE, LLC

C33
CRD 282261·SEC 801-107113·WEST DES MOINES, IA
AUM
$425.8M
$100M-$500M
Est. Revenue
$4.3M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LEGACY BRIDGE, LLC
CRD
282261
SEC file #
801-107113
EIN
475256614
DBA names
Legacy Bridge Private Family Offices

Economics

AUM
$425.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$200.9M → $425.8M▲ +112%
Client mix
Individuals Other39
Individuals High Net Worth27
Charitable Organizations1

Operations

Employees (total)
8
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
2 advisors → 3 advisors▲ +50%
Primary office
WEST DES MOINES IA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMHourly chargesFixed feesPerformance-based fees

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
linkedin.com/company/legacy-bridge-pfo/about(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MICHAEL T. ZUENDEL REVOCABLE TRUST
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
MICHAEL T. ZUENDEL REVOCABLE TRUST
CAROLYN LORETTA ZUENDEL TRUST
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:legacybridge.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001689144
Edgar Registered
Yes
Edgar Filing Count
32
Edgar First Filing Date
2019-01-25
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
31
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001689144-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
5810 GRAND AVE.WEST DES MOINES, IA 50266
Business
5810 GRAND AVE.WEST DES MOINES, IA 50266
Edgar EIN
475256614
Edgar Recent Filings
13F-HR2026-05-14 · 0001689144-26-000002
13F-HR2026-01-23 · 0001689144-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (4)

4
KADLEC, TIMOTHY, L
IAR · Executive Officer · 2.5%
4814854
HAMMER, SUZANNE, MARIO
Executive Officer · 2.5%
1111107
ZUENDEL, MICHAEL, THOMAS
Executive Officer · 2.5%
6594556
Stephen Boyd Musser
IAR
2419967