# Bamboo Wealth Strategies

Bamboo Wealth Strategies is a Bank / Wealth / Trust based in San Diego, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Diego, United States
- **Region:** North America
- **Address:** San Diego, CA, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** bamboowealthstrategies.com
- **LinkedIn:** https://www.linkedin.com/company/bamboo-wealth-strategies

## Regulatory record

- **CRD number:** 170093
- **SEC file number:** 801-119805
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-05T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170093

## About

Founded in 2013 and headquartered in San Diego, Bamboo Wealth Strategies was established as a registered investment advisor to deliver discretionary and non-discretionary asset management. The firm's client base spans individual investors, high-net-worth households, businesses, and other entities — a structure typical of a multi-client advisory practice rather than a dedicated single-family office. The firm's service architecture blends investment management with financial planning, covering asset allocation, portfolio construction, and ongoing advisory. Its dual focus on discretionary mandates — where the advisor executes trades — and non-discretionary advice — where clients retain final say — shapes a flexible deployment model across public and private markets. Without disclosed portfolio holdings or fund structures, the exact asset-class mix remains private. San Diego serves as the sole operating base, with no additional offices or team headcount publicly reported. Principal identities and any adjacent vehicles — such as philanthropic structures or club memberships — are not disclosed in available records. Transactions, co-investment partners, or named portfolio companies have not surfaced in public filings or firm materials. Bamboo Wealth Strategies' structural differentiator lies in its RIA framework: a fiduciary duty to clients operating through both advisory and planning channels. This contrasts with broker-dealer models or single-family offices, positioning the firm as a broad-service wealth manager for multiple client types within a single regulatory umbrella.

## Questions

### What services does Bamboo Wealth Strategies offer?

The firm provides discretionary and non-discretionary investment management and financial planning. It serves individuals, high-net-worth individuals, businesses, and other entities. The dual-service model covers portfolio management and advisory, but specific strategies or asset-class allocations are not publicly disclosed.

### Does Bamboo Wealth Strategies disclose its assets under management?

The firm has not publicly reported an AUM figure. No regulatory filing or media coverage reviewed for this profile contains a current or historical AUM number.

### Where does Bamboo Wealth Strategies operate geographically?

The firm's sole office is in San Diego, California. No additional domestic or international locations have been disclosed. Its client-facing activities appear concentrated in the United States.

## Related profiles

- [Bamboo Ventures](https://altss.com/profile/bamboo-ventures)
- [BAMCAP](https://altss.com/profile/bamcap)

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Last updated: 2026-06-03T20:00:00.000Z

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