SEC Form ADV · CIK 1725394

BAMBOO WEALTH STRATEGIES

Registered Investment AdviserCA
$235.7M
Assets Under Management
8
Employees
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Registration Details

CIK
1725394
Accession
crd-170093
Location
SAN DIEGO, CA
Filing Date
September 15, 2026
AUM
$235.7M
Employees
8
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable Organizations

About this Adviser

BAMBOO WEALTH STRATEGIES is a registered investment adviser headquartered in SAN DIEGO, CA, managing approximately $235.7M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.