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 registered investment adviser structured as a corporation and owned by an individual. The firm focuses on serving individuals and families with a mix of financial planning and discretionary portfolio management. Its advisory services include financial planning, portfolio management for individual and small-business clients, portfolio management for businesses or institutions, and pension consulting services. Bamboo Wealth reports a fee model that blends asset-based fees with hourly and fixed-fee arrangements. The firm reports it does not position itself as an active ESG investor and does not identify as a multi-state adviser on its filings. Industry relationships include associations with other investment advisers, accounting professionals, and insurance firms.
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 5
Jeremy 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 96Active vs passive
$264M in ETFs
46%
$121M
33%
$143M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $15.6M | 177,442 | 5.91% |
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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