Bamboo Wealth Strategies

Bamboo Wealth Strategies (CRD# 170093) is a financial advisory firm headquartered in San Diego, CA. They manage $44,155,000 in 249 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    249
    ACCOUNTS
  • Average Account Value
    $177,329
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Bamboo Wealth Strategies
Showing 1 - 3 of 3 top financial advisors.
1
Brentt A. Hoover
CRD#: 4740664
3131 Camino Del Rio North, Suite 1000, San Diego, CA 92108
96
Wealthminder
score

Brentt Hoover (CRD# 4740664) is an Investment Advisor Representative working at Bamboo Wealth Strategies in San Diego, CA and has over 13 years of experience in the finance industry. Brentt Hoover has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Danielle L. Luster
CRD#: 1946873
3131 Camino Del Rio North, Suite 1000, San Diego, CA 92108
96
Wealthminder
score

Danielle Luster (CRD# 1946873) is an Investment Advisor Representative working at Bamboo Wealth Strategies in San Diego, CA and has over 22 years of experience in the finance industry. Danielle Luster has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jeremy S. Martinson
CRD#: 4587392
3131 Camino Del Rio North, Suite 1000, San Diego, CA 92108
86
Wealthminder
score

Jeremy Martinson (CRD# 4587392) is an Investment Advisor Representative working at Bamboo Wealth Strategies in San Diego, CA and has over 14 years of experience in the finance industry. Jeremy Martinson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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