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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BAMBOO WEALTH STRATEGIES

SPECTRUM PLANNING & ADVISORY SERVICES INC., CRD 170093

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:44987c3e-8d3f-dccc-c8e6-efe47d09928e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 2
On other graphs: 0
Observed: Oct 15, 2020 to Sep 15, 2026
21 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $236MItem 5.F on the latest filing (2026-09-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $236M
Private client RAUM: $228MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $47.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 4
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 807
Individual clients: 145
High net worth clients: 84
Custody, client assets: $9,224
SEC number: 801-119805
CIK: 1725394
CRD: 170093
Filings on the tape: 21
First filed: Oct 15, 2020
Latest filed: Sep 15, 2026
Organised: Corporation, CA
Website: bamboowealthstrategies.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRENTT ALLEN HOOVER	Certified Financial Planner	Mechanicsburg, PA \| SAN DIEGO, CA	9	22	1	no
Chelsea B. Mieczkowski	Certified Financial Planner	SAN DIEGO, CA	4	12	n/a	no
JEREMY SCOT MARTINSON	Certified Financial Planner	SAN DIEGO, CA	1	23	2	no
DANIELLE LEARENE LUSTER	Certified Financial Planner	SAN DIEGO, CA	1	32	1	no
Alin Kumar Wadhwa	n/a	SAN DIEGO, CA	1	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HOOVER, BRENTT, ALLEN	CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER	C	yes	09/2014	Oct 15, 2020	Sep 23, 2024
LUSTER, DANIELLE, LEARENE	President	C	yes	09/2014	Oct 15, 2020	Sep 23, 2024
MARTINSON, JEREMY, SCOT	CHIEF FINANCIAL OFFICER	C	yes	12/2013	Oct 15, 2020	Sep 23, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SOVRAN ADVISORS, LLC	n/a	Independent wealth	$1.9B	N	yes	n/a
BAMBOO INSURANCE SERVICES INC.	n/a	n/a	n/a	N	yes	n/a
BRENTT A. HOOVER	n/a	n/a	n/a	Y	no	n/a
SPECTRUM CONSULTING GROUP	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 10, 2026	$236M	$236M	8	4	1	n/a	n/a
2024	Mar 25, 2025	$184M	$184M	5	4	2	n/a	n/a
2023	Feb 16, 2024	$152M	$152M	8	4	2	n/a	n/a
2022	Feb 3, 2023	$123M	$122M	5	4	2	n/a	n/a
2021	Feb 3, 2022	$133M	$131M	4	3	1	n/a	n/a
2020	Feb 11, 2021	$116M	$113M	4	3	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$236M	$184M	27.9%	$123M	24.1%	8	5	2	2

Relationships

Affiliated with (3)

→ SOVRAN ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← SOVRAN ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← JLM 1985, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (6)

← Alin Kumar WadhwaAdvisorregistration: current employment
Jul 15, 2025 to presentfactForm ADV
← DANIELLE LEARENE LUSTERAdvisorregistration: current employment
Jan 9, 2025 to presentfactForm ADV
← JEREMY SCOT MARTINSONAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← Chelsea B. MieczkowskiAdvisorregistration: current employment
May 9, 2022 to presentfactForm ADV
← BRENTT ALLEN HOOVERAdvisorregistration: current employment
Mar 23, 2017 to presentfactForm ADV
← EDWARD PARKERAdvisorregistration: previous registration
May 20, 2024 to Jun 14, 2024factForm ADV

Controls (3)

← LUSTER, DANIELLE, LEARENEOwnerPRESIDENT, ownership code C, individual
Oct 15, 2020 to Sep 23, 2024factForm ADV
← MARTINSON, JEREMY, SCOTOwnerCHIEF FINANCIAL OFFICER, ownership code C, individual
Oct 15, 2020 to Sep 23, 2024factForm ADV
← HOOVER, BRENTT, ALLENOwnerCHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, ownership code C, individual
Oct 15, 2020 to Sep 23, 2024factForm ADV

Dated events

Occurred
Jun 14, 2024
Advisor changed firm
Edward Parker left Bamboo Wealth Strategies for Sovran Advisors, Llc (registered 2024-05-20)
Form ADVobserved 6 days ago
Occurred
Oct 15, 2020
First Form ADV filing
Bamboo Wealth Strategies filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:44987c3e-8d3f-dccc-c8e6-efe47d09928e
First observed: Oct 15, 2020
Last observed: Sep 15, 2026 6 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BAMBOO WEALTH STRATEGIES

SPECTRUM PLANNING & ADVISORY SERVICES INC., CRD 170093

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:44987c3e-8d3f-dccc-c8e6-efe47d09928e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:35 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRENTT ALLEN HOOVER

Certified Financial Planner

Mechanicsburg, PA | SAN DIEGO, CA

Chelsea B. Mieczkowski

Certified Financial Planner

SAN DIEGO, CA

n/a

JEREMY SCOT MARTINSON

Certified Financial Planner

SAN DIEGO, CA

DANIELLE LEARENE LUSTER

Certified Financial Planner

SAN DIEGO, CA

Alin Kumar Wadhwa

n/a

SAN DIEGO, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HOOVER, BRENTT, ALLEN

CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER

yes

09/2014

Oct 15, 2020

Sep 23, 2024

LUSTER, DANIELLE, LEARENE

President

yes

09/2014

Oct 15, 2020

Sep 23, 2024

MARTINSON, JEREMY, SCOT

CHIEF FINANCIAL OFFICER

yes

12/2013

Oct 15, 2020

Sep 23, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SOVRAN ADVISORS, LLC

n/a

Independent wealth

$1.9B

yes

n/a

BAMBOO INSURANCE SERVICES INC.

n/a

yes

n/a

BRENTT A. HOOVER

n/a

SPECTRUM CONSULTING GROUP

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 10, 2026

$236M

n/a

2024

Mar 25, 2025

$184M

n/a

2023

Feb 16, 2024

$152M

n/a

2022

Feb 3, 2023

$123M

$122M

n/a

2021

Feb 3, 2022

$133M

$131M

n/a

2020

Feb 11, 2021

$116M

$113M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$236M

$184M

27.9%

$123M

24.1%