Bamboo Wealth Strategies is an SEC registered investment adviser organized as a corporation with a primary office location in San Diego, CA. Its latest Form ADV filing, dated March 10, 2026, reports $236M in regulatory assets under management, 8 employees, 1 office, and 807 accounts.
Assets Under Management
$236M
Employees
8
Offices
1 office
Total Clients
229
Primary office
SAN DIEGO, CA
3131 CAMINO DEL RIO NORTH, SUITE 1000, SAN DIEGO, CA, United States
Top client segmentIndividuals represent 63.3% of total clients.
Top client categories% of clientsClients
1
Individuals
63.3%
145
2
HNWI
36.7%
84
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$236Mas of March 10, 2026
Discretionary100.0%
$236M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$236M
Total Accounts807
10Y AUM Change+$130M (+123.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee29:1
10Y Employee Change+4 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.