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Wheelock Richard Bingham

Bingham Private Wealth, LLC

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About Wheelock Richard Bingham

Wheelock Bingham is a financial advisor with Bingham Private Wealth, LLC. Wheelock has 12 years of experience in the financial services industry, including previous roles at Stifel, Nicolaus & Company, Incorporated and Sterne, Agee & Leach, Inc. Wheelock is registered as an Investment Advisor Representative in California and Texas and holds the Series 63, 65, 7 and SIE licenses. Wheelock is also a licensed insurance agent. Wheelock specializes in financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Wheelock Bingham is currently registered with Bingham Private Wealth, LLC. Bingham Private Wealth, LLC is an investment advisor based in San Francisco, California. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services to individuals and pension and profit-sharing plans. Bingham Private Wealth, LLC manages approximately $180,852,000 in discretionary assets for 435 clients.
Bingham Private Wealth, LLC

4 EMBARCADERO CENTER

SAN FRANCISCO, CA 94111

$180.85M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Wheelock Bingham’s Registration & Firm History

CA

09/20/2024 - Present

Bingham Private Wealth, LLC (SAN FRANCISCO CA)

CA

06/10/2014 - 05/24/2024

STIFEL, NICOLAUS & COMPANY, INCORPORATED (SAN FRANCISCO CA)

CA

11/17/2011 - 06/19/2014

STERNE, AGEE & LEACH, INC. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 12/09/2011

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/29/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wheelock Richard Bingham.
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