Wheelock Bingham
Bingham Private Wealth · San Francisco, California
Wheelock Bingham is a fee-only financial advisor at Bingham Private Wealth in San Francisco, California. Bingham Private Wealth reports charging a percentage of assets on its Form ADV.
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Who they serve
- Retirees
- Pre-retirees
- Founders
Facts
| Firm | Bingham Private Wealth |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $232.4M across 570 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 5267248 |
| Exams passed | Series 63 (2011) · Series 65 (2006) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.binghamprivate.com |
How Wheelock's firm compares
- Bingham Private Wealth's average account is about $408,000, from its Form ADV (assets managed divided by 570 accounts).
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Questions about Wheelock
Is Wheelock Bingham a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wheelock holds no broker registration, and Bingham Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Wheelock charge for financial advice?
Wheelock's firm, Bingham Private Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Wheelock Bingham based?
Wheelock Bingham is based in San Francisco, California.
Is Wheelock Bingham registered with the SEC?
Yes. Wheelock Bingham is registered as an investment adviser representative in CA and TX (CRD 5267248), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bingham Private Wealth manage?
Bingham Private Wealth reports $232.4M across 570 accounts in assets under management.
How do I contact Wheelock Bingham?
Through Wheelock's website, www.binghamprivate.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Bingham Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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