DBA: BAMBOO WEALTH STRATEGIES
| Total AUM | $235.7M |
| Discretionary | $235.7M100% of AUM |
| Client Accounts | 807 |
| Avg Account Size | $292K |
| Employees | 8 |
| Peak AUM | $235.7MFeb 2026 |
| AUM CAGR | +15.5% /yrover 6 yrs · 22 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $236M | +27.9% | +22.0% | +15.2% | |
| Discretionary AUM | |||||
| Total AUM | $235.7M |
| Discretionary | $235.7M |
| Employees | 8 |
| Client Accounts | 807 |
| Client Range | 101-250 |
Address
3131 CAMINO DEL RIO NORTH
SAN DIEGO CA 92108
Phone
(619) 289-9670
Filing History
22 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$236M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$236M
| $236M |
| +27.9% |
| +22.4% |
| +15.8% |
| Total Accounts | 807 | +10.9% | +10.8% | +4.0% |
| Avg Account Size | $292,063.612 | +15.4% | +10.1% | +10.7% |
| Employees | 8 | +60.0% | +15.5% | +14.9% |
| AUM / Employee | $29M | 20.0% | +5.6% | +0.3% |
Client AUM Segments | |||||
| Wealth AUM | $228M | +28.6% | +22.5% | +16.1% | |
| Institutional AUM | $8M | +11.1% | +11.1% | 0.4% | |
Client Count Segments | |||||
| HNW Clients | 145 | 3.3% | +0.2% | +1.3% | |
| Individuals | 84 | +37.7% | +15.2% | +14.3% | |