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Bamboo Wealth Strategies

Headquartered in SAN DIEGO, CA

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Firm Information

Bamboo Wealth Strategies is an investment advisory firm located in San Diego, California. They advise individuals, high-net-worth individuals, pension and profit sharing plans, and charitable organizations. The firm offers financial planning and portfolio management services. They have approximately $184 million in assets under management.

Bamboo Wealth Strategies

3131 CAMINO DEL RIO NORTH

SAN DIEGO, CA 92108

$184.24M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

BAMBOO WEALTH STRATEGIES has a total of 2 branch locations across the country.
location

SAN DIEGO, CA

location

Mechanicsburg, PA

Advisors at Bamboo Wealth Strategies

View All 4 Advisors
Unclaimed
Chelsea B. Mieczkowski

CFP®, RA

SAN DIEGO, CA

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Brentt Allen Hoover

CFP®, CFC®, RA

SAN DIEGO, CA

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Unclaimed
Jeremy Scot Martinson

CFP®, RA

SAN DIEGO, CA

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Unclaimed
Danielle Learene Luster

CFP®, RA

SAN DIEGO, CA

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Disclosures

There are no public disclosures for Bamboo Wealth Strategies.

Frequently Asked Questions (6)

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