Bamboo Wealth Strategies
Bamboo Wealth Strategies is an SEC-registered wealth manager in San Diego, CA with $235.7M assets under management (AUM, regulatory AUM), +28% over one year. See who owns Bamboo Wealth Strategies: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170093, SEC 801-119805, data through 2026-05-05.
- AUM (assets under management / regulatory AUM)
- $235.7M (2026-05-05)
- Firm type
- Wealth Manager
- Location
- San Diego, CA
- Employees
- 8
- Clients
- 229
- CRD
- 170093
- Ownership
- MARTINSON, JEREMY, SCOT; LUSTER, DANIELLE, LEARENE; HOOVER, BRENTT, ALLEN
How much AUM does Bamboo Wealth Strategies have?
Bamboo Wealth Strategies reported $235.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-05).
Who owns Bamboo Wealth Strategies?
Disclosed owners and executives of Bamboo Wealth Strategies include MARTINSON, JEREMY, SCOT, LUSTER, DANIELLE, LEARENE, HOOVER, BRENTT, ALLEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.