DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
B•••••• P•••••• W•••••• L••
Latest filing Jun 18, 2026
First filing on the tape Mar 25, 2024 · 11 filings
SEC status approved since May 9, 2024
RAUM
$232M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
97%
$225M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$232M
derived; firm RAUM over IAPD count
Employees
6
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$232M as of Jun 18, 2026
Mar 7, 2025$206M then
HNW client RAUM$201M as of Jun 18, 2026
Mar 7, 2025$177M then
State-registered IARs (5.B.3)3 as of Jun 18, 2026
Mar 7, 20251 then
Employees (5.A)6 as of Jun 18, 2026
Mar 7, 20254 then
Private funds: no history
RAUM +13% over the last fiscal yearIARs 1 to 3
Practice profile
derived from the filing of Jun 18, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $232MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 117derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.5MderivedHNW RAUM over HNW clients
- Average account
- $407,757derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 3.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 6.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +13%derivedbetween the last two annual amendments
- Advisor growth, one year
- +200%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +7.3%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $47.5M, 50 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$201M87%
- Individuals$23.5M10%
- Pension and profit-sharing plans$6.9M3.0%
- Corporations and businesses$714,8000.3%
- Individual clients
- 60reported
- HNW clients
- 57reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 570reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- $47.5M for 50 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| W••••••• R•••••• B•••••• | San Francisco, Ca | Sep 20, 2024 | 19 y | 3 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- W••••••• R•••••• B•••••• from S•••••• N••••••• • C••••••• I•••••••••Sep 20, 2024 · Affiliated broker-dealer or bank to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••••• W•••••••• R•••••• · Managing Member And Chief Compliance Officercontrolsince 05/2024 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 631 to 570Jul 30, 2025 to Feb 2, 2026
- Advisory employees · 1 to 3Jul 30, 2025 to Feb 2, 2026
- HNW clients · 52 to 57Jul 30, 2025 to Feb 2, 2026
- Individual clients · 57 to 60Jul 30, 2025 to Feb 2, 2026
- Assets in custody · $28.2M to $47.5MJul 30, 2025 to Feb 2, 2026
- Employees · 4 to 6Jul 30, 2025 to Feb 2, 2026
- State-registered IARs · 1 to 3Jul 30, 2025 to Feb 2, 2026
- Discretionary RAUM · $206M to $232MJul 30, 2025 to Feb 2, 2026
- HNW RAUM · $177M to $201MJul 30, 2025 to Feb 2, 2026
- Individual RAUM · $22.3M to $23.5MJul 30, 2025 to Feb 2, 2026
- Pension RAUM · $6.7M to $6.9MJul 30, 2025 to Feb 2, 2026
- RAUM · $206M to $232MJul 30, 2025 to Feb 2, 2026
- Financial planning clients · 11-25 to 11-25Mar 7, 2025 to Jul 30, 2025
- Accounts · 435 to 631Sep 16, 2024 to Mar 7, 2025
- Advisory employees · 2 to 1Sep 16, 2024 to Mar 7, 2025
- HNW clients · 75 to 52Sep 16, 2024 to Mar 7, 2025
- Individual clients · 25 to 57Sep 16, 2024 to Mar 7, 2025
- Assets in custody · unset to 28202180.0Sep 16, 2024 to Mar 7, 2025
- Custody of client assets · false to trueSep 16, 2024 to Mar 7, 2025
- Financial planning clients · 0 to 11-25Sep 16, 2024 to Mar 7, 2025
- State-registered IARs · 2 to 1Sep 16, 2024 to Mar 7, 2025
- Discretionary RAUM · $181M to $206MSep 16, 2024 to Mar 7, 2025
- HNW RAUM · $131M to $177MSep 16, 2024 to Mar 7, 2025
- Individual RAUM · $43.7M to $22.3MSep 16, 2024 to Mar 7, 2025
- Pension RAUM · $5.9M to $6.7MSep 16, 2024 to Mar 7, 2025
- RAUM · $181M to $206MSep 16, 2024 to Mar 7, 2025
- Accounts · 0 to 435May 10, 2024 to Aug 27, 2024
- Business name · A••••••• W••••• M••••••••• L•• to B•••••• P•••••• W•••••• L••May 10, 2024 to Aug 27, 2024
- HNW clients · unset to 75.0May 10, 2024 to Aug 27, 2024
- Individual clients · unset to 25.0May 10, 2024 to Aug 27, 2024
- Legal name · A••••••• W••••• M••••••••• L•• to B•••••• P•••••• W•••••• L••May 10, 2024 to Aug 27, 2024
- Discretionary RAUM · $0 to $181MMay 10, 2024 to Aug 27, 2024
- HNW RAUM · unset to 131197500.0May 10, 2024 to Aug 27, 2024
- Individual RAUM · unset to 43732500.0May 10, 2024 to Aug 27, 2024
- Pension RAUM · unset to 5922000.0May 10, 2024 to Aug 27, 2024
- RAUM · $0 to $181MMay 10, 2024 to Aug 27, 2024
- Advisory employees · 1 to 2May 7, 2024 to May 10, 2024
- Employees · 3 to 4May 7, 2024 to May 10, 2024
- HQ city · unset to SAN FRANCISCOMay 7, 2024 to May 10, 2024
- HQ state · unset to CAMay 7, 2024 to May 10, 2024
Signals
2 dated events
- Michael Brian Young (Chief Compliance Officer) no longer on Schedule A of B•••••• P•••••• W•••••• L•• (listed 2024-05-07, absent 2024-05-10)May 10, 2024 · Control person left · inference
- A••••••• W••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Mar 25, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 415-426-5652reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/bingham-private-wealth/posts/?feedView=reportedpublic record, Form ADV, Sep 18, 2026
- Website
- B••••••P••••••.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 415-426-5652reportedpublic record, Form ADV, Jun 18, 2026
- Contact form
- b•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $232Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026