AdFi
BP

BINGHAM PRIVATE WEALTH, LLC

SEC Registered

Say yes to the life you want to lead— and the legacy you want to leave.

SAN FRANCISCO, CAhttps://binghamprivate.com415-426-5652
Assets Under Management
$100M–$500M
Employees
6
Office Locations
1 office
Total Accounts
570

About the firm

Bingham Private actively supports clients' financial and personal well-being by integrating strategic investing with creative planning to help realize their dreams. The firm offers comprehensive solutions to help clients fund meaningful goals, secure retirement, and work on legacy wishes.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthCharitable OrganizationsState/Municipal

Areas of expertise

Strategic InvestingFinancial PlanningRetirementLegacy PlanningWealth Management

Services

Strategic investing, creative planning, funding meaningful goals, retirement security, and legacy planning

Who they serve

Individuals and families

Client segmentClientsAssets managed
Individuals (Non-HNW)60$23M
High Net Worth Individuals57$201M

0 total clients reported on Form ADV.

Leadership

Wheelock Richard Bingham
MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
CA
SAN FRANCISCOHQ

Advisors at this firm

2 advisors in the directory

Regulatory & compliance

CRD number
#330598
SEC Number
801-129987
Disciplinary History
No
Fee Model & Minimums
Model: AUM

Data as of February 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BINGHAM PRIVATE WEALTH, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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