Bingham Private Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$224,762,653
Clients
117
49% high-net worth
Advisors
1
of 6 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
117
Very HighAverage account size
$1,921,048
About
Bingham Private Wealth, LLC advises individuals, high‑net‑worth clients, trusts, estates, businesses and retirement plans, providing discretionary wealth management, customized investment management, financial planning and retirement‑plan advisory services. The firm constructs portfolios using mutual funds and ETFs as well as individual stocks, bonds, options contracts, alternative investments and, where appropriate, unaffiliated independent managers.
BPW’s approach emphasizes fundamental analysis and a generally long‑term orientation while retaining discretion to rebalance or trade shorter‑term as client objectives or market conditions warrant, and it uses third‑party artificial intelligence tools as decision‑support for investment research. The advisor conducts ongoing portfolio oversight, tailors asset allocation to client goals and risk tolerance, and may recommend cash positions, sector tilts or tax‑sensitive retention of legacy holdings when appropriate.
Noteworthy and relatively uncommon among peers, BPW’s materials include hypothetical performance illustrations and the firm explicitly uses options and other derivatives in client accounts. Founded in 2024 and managing about $232 million with a three‑advisor team, BPW also provides ERISA fiduciary retirement services (3(21)/3(38)) and participates in an institutional Schwab platform that supplies operational and research benefits.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Active portfolio management
Options & derivatives strategies
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Executive
Fee options
$0 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.80% $2,000,000 - $3,999,999: 0.65% $4,000,000 - $6,999,999: 0.50% $7,000,000+: 0.35%
Fee-only: Wealth management fees as per tiered schedule; retirement plan advisory fees up to 1.00% annually; no commissions earned by advisor.
Main office location
Bingham Private Wealth, LLC
3 Embarcadero Center, Suite 1680
San Francisco CA 94111, United States
Number of offices
1
Most active in
Bingham Private Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
California · Nebraska · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")