Bodhi Tree Capital Management, LLC

Bodhi Tree Capital Management, LLC (CRD# 166017) is a financial advisory firm headquartered in , . They manage $17,582,464 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $549,452
Compensation Options
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

NV

Financial Advisors at Bodhi Tree Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Christopher J. Delellis
CRD#: 6146042
Incline Village, NV
90
Wealthminder
score

Christopher Delellis (CRD# 6146042) is an Investment Advisor Representative working at Bodhi Tree Capital Management, LLC in Incline Village, NV and has over 4 years of experience in the finance industry.

2
Roger A. Wittenberg
CRD#: 6150285
Incline Village, NV
90
Wealthminder
score

Roger Wittenberg (CRD# 6150285) is an Investment Advisor Representative working at Bodhi Tree Capital Management, LLC in Incline Village, NV and has over 3 years of experience in the finance industry.

3
Adam G. Brinkley-Svanberg
CRD#: 6327849
Incline Village, NV
89
Wealthminder
score

Adam Brinkley-Svanberg (CRD# 6327849) is an Investment Advisor Representative working at Bodhi Tree Capital Management, LLC in Incline Village, NV and has over 2 years of experience in the finance industry.

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