# Bingham Private Wealth, LLC

> Bingham Private Wealth, LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 18, 2026.

- CRD: 330598
- Filed as: BINGHAM PRIVATE WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: June 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330598
- AdvisorCensus page: https://advisorcensus.com/firm/bingham-private-wealth-llc-san-francisco-ca-330598

## Quick answers

**How is Bingham Private Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bingham Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bingham Private Wealth, LLC located?**
Bingham Private Wealth, LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Bingham Private Wealth, LLC registered with the SEC or a state?**
Bingham Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330598.

**How much does Bingham Private Wealth, LLC manage?**
Bingham Private Wealth, LLC reports $232,421,518 in regulatory assets under management in its Form ADV filing dated June 18, 2026 (100% discretionary).

**How have Bingham Private Wealth, LLC's assets and staff changed since 2024?**
In the Form ADV data for Bingham Private Wealth, LLC: Regulatory assets under management: $180,852,000 in the October 2024 data and $232,421,518 in the October 2026 data, up 29%. Total employees: 4 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bingham Private Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (60); high net worth individuals (57).

**Which custodians does Bingham Private Wealth, LLC use?**
Bingham Private Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Bingham Private Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/330598

**What changed in Bingham Private Wealth, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 1 to 3. Regulatory assets under management went from $206,066,171 to $232,421,518 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $232,421,518
- Discretionary: $232,421,518
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 60 | $23,470,666 |
| High net worth individuals | 57 | $201,291,987 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $6,944,065 |
| Corporations or other businesses not listed above | Fewer than 5 | $714,800 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- binghamprivate.com
- Facebook @binghamprivatewealth
- LinkedIn @bingham-private-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $180,852,000 | 4 | September 16, 2024 |
| October 2025 | $206,066,171 | 4 | July 30, 2025 |
| October 2026 | $232,421,518 | 6 | June 18, 2026 |

Regulatory assets under management: $180,852,000 in the October 2024 data and $232,421,518 in the October 2026 data, up 29%.
Total employees: 4 in October 2024 and 6 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 1 to 3.
- Regulatory assets under management went from $206,066,171 to $232,421,518 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bingham Private Wealth, LLC (CRD 330598): Form ADV filing data as of October 2026.