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Legacy Bridge

EST. AUM
$325,945,382

CONTACTS
1

CLIENT ACCOUNTS
99

Firm Details

Metro area Des Moines
CRD Number 282261
Website legacybridgepfo.com
Client types

Overview

Legacy Bridge is a registered investment advisor and boutique multi-family office founded in 2015 by Michael T. Zuendel and headquartered in West Des Moines, Iowa. The firm serves ultra-high-net-worth, multi-generational families — including founders, entrepreneurs, business owners, executives, and retirees — at the intersection of family, enterprise, and wealth. Legacy Bridge provides an integrated, cross-disciplinary team operating as a single point of contact for each family's investment management, financial planning, administrative, and lifestyle needs.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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