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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bingham Private Wealth LLC
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| CRD # | 330598 |
| SEC # | 801-129987 |
| CIK # | 0002063211 |
| AUM | $206.1 M (2025-07-30) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 415-426-5652 |
| Address | 3 Embarcadero Center San Francisco, CA 94111 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 5.2 | ||
| Amazon Com Inc | 3.5 | ||
| Broadcom Inc | 3.0 | ||
| Nvidia Corp | 2.7 | ||
| Apple Inc | 2.2 | ||
| Alphabet Inc | 2.0 | ||
| J P Morgan Chase & Co | 2.0 | ||
| International Business Machines Corp | 1.8 | ||
| Facebook Inc | 1.6 | ||
| Cisco Systems Inc | 1.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 22.3 |
| (b) Individuals (high net worth individuals) | 52 | 177.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 631 | 206.1 |
| By Discretionary | ||
| Discretionary | 631 | 206.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 631 | 206.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 205.0 | |
| Total | 631 | 206.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002063211] |
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