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BINGHAM PRIVATE WEALTH, LLC
CRD 330598File 801-129987
APPROVED
Retail clients
Custody
Filing as of Jun 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$232.4M
Below cohort median (national)
Discretionary AUM
$232.4M
Clients
117
570 accounts
Employees
6
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 9, 2024
- Principal office
- 3 EMBARCADERO CENTER, SUITE 1680, SAN FRANCISCO, CA, 94111
- Phone
- 415-426-5652
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $232.4M
- Discretionary AUM
- $232.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 570
- Non-discretionary accounts
- 0
- Total accounts
- 570
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $715K |
| High net worth individuals | 57 | $201.3M |
| Pension and profit sharing plans | Fewer than 5 | $6.9M |
| Individuals (other than high net worth individuals) | 60 | $23.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.