CRD: 170093
Bamboo Wealth Strategies
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-04-2014
- Office Locations
- 2
Office Locations
About Bamboo Wealth Strategies
Bamboo Wealth Strategies is a team-based RIA providing comprehensive retirement-focused planning and wealth management for families and business owners, including tax planning, estate and multigenerational strategies, executive comp (RSUs/stock options), real estate, and outsourced CFO services. Portfolios lean heavily on ETFs, and the firm commonly custodies at Schwab.
Reported data analysis
What the numbers show
Between September 24, 2025 and May 5, 2026, reported AUM increased 27.9%, from $184.2M to $235.7M.
Across 5 reported observations, AUM increased 77.8% between July 19, 2022 and May 5, 2026, from $132.6M to $235.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 229 clients, or 57.3 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 2 reported office locations and 12 years in operation. The source data was last updated on May 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
BRENTT ALLEN HOOVER
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4740664
- Ownership
- 25% but less than 50%
DANIELLE LEARENE LUSTER
President
- CRD
- #1946873
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Chelsea B. Mieczkowski
Director of Financial & Tax Planning
- CRD
- #7551242
Alin Kumar Wadhwa
Financial Analyst
- CRD
- #8128020
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $235,695,335 | $292,064 |
| Non-Discretionary | $0 | -- |
| Total | $235,695,335 | $292,064 |
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Separately Managed Accounts
SMA allocation detail is available
Bamboo Wealth Strategies has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Bamboo Wealth Strategies's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.