SEC Form ADV · CIK 1725394

BAMBOO WEALTH STRATEGIES

Registered Investment AdviserCA
$235.7M
Assets Under Management
807
Total Clients
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Registration Details

CIK
1725394
Accession
CRD-170093
Location
SAN DIEGO, CA
Filing Date
May 5, 2026
AUM
$235.7M
Total Clients
807
Amendment
No

About this Adviser

BAMBOO WEALTH STRATEGIES is a registered investment adviser headquartered in SAN DIEGO, CA, managing approximately $235.7M in assets across 807 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.