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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 9, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HOOVER, BRENTT, ALLEN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HOOVER, BRENTT, ALLEN | I | CHIEF EXECUTIVE OFFICER | C | Control |
| HOOVER, BRENTT, ALLEN | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | C | Control |
| HOOVER, BRENTT, ALLEN | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | C | Control |
| HOOVER, BRENTT, ALLEN | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | C | Control |
| HOOVER, BRENTT, ALLEN | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | C | Control |
| HOOVER, BRENTT, ALLEN | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | C | Control |
| HOOVER, BRENTT, ALLEN | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | C | Control |
| HOOVER, BRENTT, ALLEN | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | C | Control |
| HOOVER, BRENTT, ALLEN | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | C | Control |
| HOOVER, BRENTT, ALLEN | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | C | Control |
| HOOVER, BRENTT, ALLEN | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | C | Control |
| HOOVER, BRENTT, ALLEN | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | C | Control |
| HOOVER, BRENTT, ALLEN | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | C | Control |
| HOOVER, BRENTT, ALLEN | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | C | Control |
| HOOVER, BRENTT, ALLEN | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | C | Control |
| HOOVER, BRENTT, ALLEN | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | C | Control |
| HOOVER, BRENTT, ALLEN | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | C | Control |
| LUSTER, DANIELLE, LEARENE | I | PRESIDENT | C | Control |
| LUSTER, DANIELLE, LEARENE | I | PRESIDENT | C | Control |
| LUSTER, DANIELLE, LEARENE | I | PRESIDENT | C | Control |
| LUSTER, DANIELLE, LEARENE | I | PRESIDENT | C | Control |
| LUSTER, DANIELLE, LEARENE | I | PRESIDENT | C | Control |
| LUSTER, DANIELLE, LEARENE | I | PRESIDENT | C | Control |
| LUSTER, DANIELLE, LEARENE | I | PRESIDENT | C | Control |
| LUSTER, DANIELLE, LEARENE | I | PRESIDENT | C | Control |
| LUSTER, DANIELLE, LEARENE | I | PRESIDENT | C | Control |
| LUSTER, DANIELLE, LEARENE | I | PRESIDENT | C | Control |
| LUSTER, DANIELLE, LEARENE | I | PRESIDENT | C | Control |
| LUSTER, DANIELLE, LEARENE | I | PRESIDENT | C | Control |
| LUSTER, DANIELLE, LEARENE | I | PRESIDENT | C | Control |
| LUSTER, DANIELLE, LEARENE | I | PRESIDENT | C | Control |
| LUSTER, DANIELLE, LEARENE | I | PRESIDENT | C | Control |
| LUSTER, DANIELLE, LEARENE | I | PRESIDENT | C | Control |
| LUSTER, DANIELLE, LEARENE | I | PRESIDENT | C | Control |
| LUSTER, DANIELLE, LEARENE | I | PRESIDENT | C | Control |
| MARTINSON, JEREMY, SCOT | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MARTINSON, JEREMY, SCOT | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MARTINSON, JEREMY, SCOT | I | CHIEF FINANCIAL OFFICER | C | Control |
| MARTINSON, JEREMY, SCOT | I | CHIEF FINANCIAL OFFICER | C | Control |
| MARTINSON, JEREMY, SCOT | I | CHIEF FINANCIAL OFFICER | C | Control |
| MARTINSON, JEREMY, SCOT | I | CHIEF FINANCIAL OFFICER | C | Control |
| MARTINSON, JEREMY, SCOT | I | CHIEF FINANCIAL OFFICER | C | Control |
| MARTINSON, JEREMY, SCOT | I | CHIEF FINANCIAL OFFICER | C | Control |
| MARTINSON, JEREMY, SCOT | I | CHIEF FINANCIAL OFFICER | C | Control |
| MARTINSON, JEREMY, SCOT | I | CHIEF FINANCIAL OFFICER | C | Control |
| MARTINSON, JEREMY, SCOT | I | CHIEF FINANCIAL OFFICER | C | Control |
| MARTINSON, JEREMY, SCOT | I | CHIEF FINANCIAL OFFICER | C | Control |
| MARTINSON, JEREMY, SCOT | I | CHIEF FINANCIAL OFFICER | C | Control |
| MARTINSON, JEREMY, SCOT | I | CHIEF FINANCIAL OFFICER | C | Control |
| MARTINSON, JEREMY, SCOT | I | CHIEF FINANCIAL OFFICER | C | Control |
| MARTINSON, JEREMY, SCOT | I | CHIEF FINANCIAL OFFICER | C | Control |
| MARTINSON, JEREMY, SCOT | I | CHIEF FINANCIAL OFFICER | C | Control |
| MARTINSON, JEREMY, SCOT | I | CHIEF FINANCIAL OFFICER | C | Control |
Registrations
Federal
IA
Sep 9, 2025 REGISTERED
Notice Filings (4)
CA NH PA TX
Address
3131 CAMINO DEL RIO NORTHSUITE 1000
SAN DIEGO, CA 92108
United States
Phone: (619) 289-9670