BAMBOO WEALTH STRATEGIES
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 170093
- Registered since
- November 16, 2020
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.83%
- Individuals17.71%
- Pension & Profit Sharing Plans2.4%
- Charitable Organizations1.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Bamboo Wealth Strategies is an independent, SEC-registered registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals, small businesses, and institutional/business clients, alongside pension consulting. Its compensation model mixes AUM fees with hourly and fixed-fee arrangements. Bamboo Wealth Strategies does not market itself as an ESG investor and is not listed as a multi-state adviser on the source snapshot.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Public Funds/Mutual Funds4%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 5JEREMY MARTINSON
President & Managing PartnerCRD 4587392
Alin Wadhwa
Financial AnalystCRD 8128020
DANIELLE LUSTER
Certified Financial PlannerCRD 1946873
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 94Active vs passive
$231M in ETFs
53%
$122M
34%
$109M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $14.3M | 155,958 | 6.19% |
Location
SAN DIEGO, CA
SAN DIEGO
Location
SAN DIEGO, CA
Headquartered in SAN DIEGO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 3131 Camino del Rio N
- Time zone
- PT (UTC-8)
- Office locations
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