Bamboo Wealth Strategies

Bamboo Wealth Strategies (CRD# 170093) is a financial advisory firm headquartered in San Diego, CA. They manage $151,901,509 in 705 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    152
    MILLION
  • Total Number of Accounts
    705
    ACCOUNTS
  • Average Account Value
    $215,463
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
The map below shows states where this firm has explicit registration only.

CA, NH, PA, TX

Financial Advisors at Bamboo Wealth Strategies
Showing 1 - 4 of 4 top financial advisors.
1
Brentt A. Hoover
CRD#: 4740664
3131 Camino Del Rio North, Suite 1000, San Diego, CA 92108

Brentt Hoover (CRD# 4740664) is an Investment Advisor Representative working at Bamboo Wealth Strategies in San Diego, CA and has over 20 years of experience in the finance industry.

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

Danielle Luster (CRD# 1946873) is an Investment Advisor Representative working at Bamboo Wealth Strategies in San Diego, CA and has over 29 years of experience in the finance industry.

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

Jeremy Martinson (CRD# 4587392) is an Investment Advisor Representative working at Bamboo Wealth Strategies in San Diego, CA and has over 21 years of experience in the finance industry.

4
Chelsea B. Mieczkowski
CRD#: 7551242
3131 Camino Del Rio North, Suite 1000, San Diego, CA 92108

Chelsea Mieczkowski (CRD# 7551242) is an Investment Advisor Representative working at Bamboo Wealth Strategies in San Diego, CA and has 1 year of experience in the finance industry.

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