Bingham Private Wealth, LLC

Overview

Bingham Private Wealth, LLC is an independent registered investment adviser organized as an LLC and SEC‑registered in 2024. The firm is owned by an individual and positions itself as a capital allocator for private clients, focusing on individuals and families and charging fees as a percentage of assets under management. Core advisory services listed in regulatory filings include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers—indicating they both manage portfolios and source third‑party managers for clients. Filings note that the firm does not identify as an active ESG investor and is not registered as a multi‑state adviser. The combination of portfolio management and selection of external advisers suggests Bingham acts both as a discretionary manager and as an allocator to outside managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives