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BINGHAM PRIVATE WEALTH, LLC

SAN FRANCISCO, CA · CRD 330598 · IAPD ↗ · binghamprivate.com · 415-426-5652

$232.4MRegulatory AUM
3Advisory reps
6Employees
0Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
March 2026 — BINGHAM PRIVATE WEALTH, LLC grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
61
April 2025 — BINGHAM PRIVATE WEALTH, LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2025 — BINGHAM PRIVATE WEALTH, LLC now reports custody of client assets ($28.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
44
October 2024 — BINGHAM PRIVATE WEALTH, LLC notice-filed in NE, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
September 2024 — BINGHAM PRIVATE WEALTH, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
June 2024 — BINGHAM PRIVATE WEALTH, LLC (SAN FRANCISCO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.