Bamboo Wealth Strategies

CRD 170093 · San Diego, CA · $235.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 170093
SEC number: 801-119805
Firm type: RIA
Assets under management: $235.7M as of May 5, 2026
Website: www.bamboowealthstrategies.com ↗
Phone: (619) 289-9670
Address: 3131 Camino Del Rio North, San Diego, CA, 92108

Advisors at this firm

4 in our index · page 1 of 1

Brentt Allen HooverCRD 4740664 · Mechanicsburg, PA

IA Registered
Danielle Learene LusterCRD 1946873 · San Diego, CA

IA Registered
Chelsea B. MieczkowskiCRD 7551242 · San Diego, CA

IA Registered
Alin Kumar WadhwaCRD 8128020 · San Diego, CA

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 170093 ↗ FINRA BrokerCheck record for firm CRD 170093 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.