BINGHAM PRIVATE WEALTH, LLC

Overview

Bingham Private Wealth, LLC is an independent, SEC-registered RIA that manages discretionary portfolios for individuals and families. The firm operates as a capital allocator—building client portfolios directly and selecting third‑party managers where appropriate. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Bingham favors equity exposure as a primary return driver and does not position itself as an active ESG investor. Investment approach centers on separately managed account structures and exchange‑traded instruments for core exposures, with supplemental allocations to external managers and pooled vehicles where clients’ objectives call for diversification beyond public markets. The firm charges fees as a percentage of AUM and focuses on delivering customized, discretionary solutions rather than transactional brokerage.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices