SPECTRUM PLANNING & ADVISORY SERVICES INC.
Legal name: BAMBOO WEALTH STRATEGIES
CRD #170093 SEC #801-119805 SAN DIEGO, CA (619) 289-9670
SEC Registered
Total AUM
$184.2M
Discretionary
$184.2M
Employees
5
Clients
51
Accounts
728
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $184.2M | $184.2M | $0 | 5 | 0 |
| Sep 2025 | $184.2M | $184.2M | $0 | 5 | 0 |
| Mar 2025 | $184.2M | $184.2M | $0 | 5 | 0 |
| Feb 2025 | $184.2M | $184.2M | $0 | 5 | 0 |
| Sep 2024 | $151.9M | $151.9M | $0 | 8 | 0 |
| Apr 2024 | $151.9M | $151.9M | $0 | 8 | 0 |
| Apr 2024 | $151.9M | $151.9M | $0 | 8 | 0 |
| Feb 2024 | $151.9M | $151.9M | $0 | 8 | 0 |
| Jan 2024 | $123.3M | $122.3M | $1.1M | 5 | 0 |
| Feb 2023 | $123.3M | $122.3M | $1.1M | 5 | 0 |
| Jul 2022 | $132.6M | $131.5M | $1.1M | 4 | 0 |
| Feb 2022 | $132.6M | $131.5M | $1.1M | 4 | 0 |
| Oct 2021 | $116.4M | $113.2M | $3.2M | 4 | 0 |
| Jul 2021 | $116.4M | $113.2M | $3.2M | 4 | 0 |
| Jul 2021 | $116.4M | $113.2M | $3.2M | 4 | 0 |
| May 2021 | $116.4M | $113.2M | $3.2M | 4 | 0 |
| Feb 2021 | $116.4M | $113.2M | $3.2M | 4 | 0 |
| Oct 2020 | $105.5M | $102.6M | $2.9M | 4 | 0 |
DateSep 2025
Total AUM$184.2M
Discretionary$184.2M
Non-Disc.$0
Employees5
Clients0
DateSep 2025
Total AUM$184.2M
Discretionary$184.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$184.2M
Discretionary$184.2M
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$184.2M
Discretionary$184.2M
Non-Disc.$0
Employees5
Clients0
DateSep 2024
Total AUM$151.9M
Discretionary$151.9M
Non-Disc.$0
Employees8
Clients0
DateApr 2024
Total AUM$151.9M
Discretionary$151.9M
Non-Disc.$0
Employees8
Clients0
DateApr 2024
Total AUM$151.9M
Discretionary$151.9M
Non-Disc.$0
Employees8
Clients0
DateFeb 2024
Total AUM$151.9M
Discretionary$151.9M
Non-Disc.$0
Employees8
Clients0
DateJan 2024
Total AUM$123.3M
Discretionary$122.3M
Non-Disc.$1.1M
Employees5
Clients0
DateFeb 2023
Total AUM$123.3M
Discretionary$122.3M
Non-Disc.$1.1M
Employees5
Clients0
DateJul 2022
Total AUM$132.6M
Discretionary$131.5M
Non-Disc.$1.1M
Employees4
Clients0
DateFeb 2022
Total AUM$132.6M
Discretionary$131.5M
Non-Disc.$1.1M
Employees4
Clients0
DateOct 2021
Total AUM$116.4M
Discretionary$113.2M
Non-Disc.$3.2M
Employees4
Clients0
DateJul 2021
Total AUM$116.4M
Discretionary$113.2M
Non-Disc.$3.2M
Employees4
Clients0
DateJul 2021
Total AUM$116.4M
Discretionary$113.2M
Non-Disc.$3.2M
Employees4
Clients0
DateMay 2021
Total AUM$116.4M
Discretionary$113.2M
Non-Disc.$3.2M
Employees4
Clients0
DateFeb 2021
Total AUM$116.4M
Discretionary$113.2M
Non-Disc.$3.2M
Employees4
Clients0
DateOct 2020
Total AUM$105.5M
Discretionary$102.6M
Non-Disc.$2.9M
Employees4
Clients0