← Back to searchVisit website
BINGHAM PRIVATE WEALTH, LLC
CRD 330598 · SEC 801-129987
3 EMBARCADERO CENTER, SUITE 1680, SAN FRANCISCO, CA, 94111, United States
Phone
415-426-5652
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$232.4M
Discretionary AUM
$232.4M
Team
6 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 60 | $23.5M |
| High net worth individuals | 57 | $201.3M |
States served
CA, NE, TX
All web addresses on file
Official SEC filing: View on IAPD