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  2. Bamboo Wealth Strategies

Filings through Oct 24, 2026.

Sponsor portfolio

Bamboo Wealth Strategies

EIN 46-4452353-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.1M assets
Welfare
0
Participants
6
3131 CAMINO DEL RIO NORTH, SUITE 750 - SAN DIEGO, CA 92108619-289-9674bamboowealthstrategies.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$1.1M - 6 part

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Retirement#001

BAMBOO WEALTH STRATEGIES 401(K) PLAN

401(k)

Assets$1.1M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BAMBOO WEALTH STRATEGIES 401(K) PLAN401(k)$1.1M62025
Retirement plans
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