BINGHAM PRIVATE WEALTH, LLC
CRD #330598 SEC #801-129987 SAN FRANCISCO, CA 415-426-5652
SEC Registered
Total AUM
$206.1M
Discretionary
$206.1M
Employees
4
Clients
25
Accounts
631
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BINGHAM, WHEELOCK RICHARD | I | MANAGING MEMBER | NA | Control |
| BINGHAM, WHEELOCK RICHARD | I | MANAGING MEMBER | NA | Control |
| YOUNG, BRIAN, MICHAEL | I | INTERIM CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUNG, BRIAN, MICHAEL | I | INTERIM CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUNG, BRIAN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| YOUNG, BRIAN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BINGHAM, WHEELOCK, RICHARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BINGHAM, WHEELOCK, RICHARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BINGHAM, WHEELOCK, RICHARD | I | MANAGING MEMBER | E | Control |
| BINGHAM, WHEELOCK, RICHARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BINGHAM, WHEELOCK, RICHARD | I | MANAGING MEMBER | E | Control |
| BINGHAM, WHEELOCK, RICHARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BINGHAM, WHEELOCK, RICHARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PLAIN STREET HOLDING COMPANY, LLC | DE | MANAGING MEMBER (INITIAL / INTERIM OWNER) | E | Control |
| PLAIN STREET HOLDING COMPANY, LLC | DE | MANAGING MEMBER (INITIAL / INTERIM OWNER) | E | Control |
Registrations
Federal
IA
Jul 30, 2025 REGISTERED
Notice Filings (3)
CA NE TX
Address
3 EMBARCADERO CENTERSUITE 1680
SAN FRANCISCO, CA 94111
United States
Phone: 415-426-5652