Wheelock Richard Bingham
Investment adviser representative at Bingham Private Wealth, LLC
12 yearsExperience
2 statesRegistered in
$232.4MFirm assets
2 yearsFirm in business
Are you Wheelock Richard Bingham? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Bingham Private Wealth, LLCMay 2024 to now
- Stifel Nicolaus & Co IncJun 2014 to May 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Bingham Private Wealth, LLC
$232.4MAssets managed
117Clients
1Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5267248
- Firm CRD
- 330598