CRD: 170093
Bamboo Wealth Strategies
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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