B
$232.4M Total AUM
$232.4M Disc. AUM
-- 3Y CAGR
6 Employees
117 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Stifel
- Clients
- Retail and Institutional
- Platforms
- MomentumNorth
- Established Date
- 05-09-2024
- Office Locations
- 1
Office Locations
3 Embarcadero Center Suite 1680 SAN Francisco CA
About Bingham Private Wealth, LLC
Bingham Private Wealth is a San Francisco-based RIA providing integrated investment management and financial planning for individuals and families, including retirement, legacy, and charitable planning. The firm works with entrepreneurs and retirees and supports portfolio construction using vehicles such as ETFs and mutual funds. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$77.5M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
1.2 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Unison Peak
Client Personas
Element peak Insight
Custodian
Value element
Investment Themes
Radial
Investment Vehicles
Oak catalyst
Services
Vertex Catalyst momentum Delta Ember north Signal optima Atlas Focus
Technology
Unison Bridge delta
Owner & Executives
W
WHEELOCK RICHARD BINGHAM
Chief Compliance Officer, Chief Executive Officer, Managing Member, President
- CRD
- #5267248
- Ownership
- 75% or more
(700) 579-4799
pioneer.ridge@unisoncapital.com
in linkedin.com/in/ridge-north
Showing 1 of 1 owners & executives
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D
Daniel Clay Hechler
--
- CRD
- #8203386
(876) 692-2343
oak.crest@primecapital.com
in linkedin.com/in/pathway-beacon
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $232,421,518 | $407,757 |
| Non-Discretionary | $0 | -- |
| Total | $232,421,518 | $407,757 |
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Separately Managed Accounts
Total SMA Asset: $232,421,518
Equity - Exchange:
14.5% Public Funds:
10.5% Municipal Bonds:
5.6% Cash:
17.9% Other:
7.4% U.S. Government/Agency:
18.6% Equity - OTC:
7.9% Private Funds:
17.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,245,929,212 | 14.5% |
| Public Funds | $902,224,602 | 10.5% |
| Municipal Bonds | $481,186,454 | 5.6% |
| Cash | $1,538,078,131 | 17.9% |
| Other | $635,853,529 | 7.4% |
| U.S. Government/Agency | $1,598,226,438 | 18.6% |
| Equity - OTC | $678,816,605 | 7.9% |
| Private Funds | $1,512,300,287 | 17.6% |
| Total | $8,592,615,258 | 100.0% |