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BAMBOO WEALTH STRATEGIES

SAN DIEGO, CA · CRD 170093 · IAPD ↗ · bamboowealthstrategies.com · (619) 289-9670

$235.7MRegulatory AUM
4Advisory reps
8Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
June 2026 — BAMBOO WEALTH STRATEGIES changed its website from bamboowealth.com to bamboowealthstrategies.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
June 2026 — BAMBOO WEALTH STRATEGIES added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
March 2026 — BAMBOO WEALTH STRATEGIES reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
March 2026 — BAMBOO WEALTH STRATEGIES reported RAUM up 28% ($184.2M -> $235.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
March 2024 — BAMBOO WEALTH STRATEGIES reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.