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Alin Kumar Wadhwa

Bamboo Wealth Strategies

San Diego, CA

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Current Employers
Bamboo Wealth Strategies

3131 Camino Del Rio North Suite 1000, San Diego, CA 92108 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-15
  • CA RA
    APPROVED
    Since 2025-07-15

Branch Locations

3131 Camino Del Rio North Suite 1000, San Diego, CA 92108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Spectrum Planning & Advisory Services Inc. San Diego CA 07/2025 Present
Sovran Advisors, Llc San Diego CA 02/2024 Present
Summacor, Inc San Diego CA 01/2021 Present
Spectrum Consulting Group San Diego CA 07/2020 Present
Webstyle Inc. Los Angeles CA 01/2020 03/2020
Pacifica Companies San Diego CA 06/2018 08/2018
University Of California, Santa Barbara Santa Barbara CA 08/2015 06/2019
Unemployed San Diego CA 07/2019 12/2019
Unemployed San Diego CA 04/2020 06/2020
  • 07/2025 → Present
    Spectrum Planning & Advisory Services Inc.
    San Diego, CA
  • 02/2024 → Present
    Sovran Advisors, Llc
    San Diego, CA
  • 01/2021 → Present
    Summacor, Inc
    San Diego, CA
  • 07/2020 → Present
    Spectrum Consulting Group
    San Diego, CA
  • 01/2020 → 03/2020
    Webstyle Inc.
    Los Angeles, CA
  • 06/2018 → 08/2018
    Pacifica Companies
    San Diego, CA
  • 08/2015 → 06/2019
    University Of California, Santa Barbara
    Santa Barbara, CA
  • 07/2019 → 12/2019
    Unemployed
    San Diego, CA
  • 04/2020 → 06/2020
    Unemployed
    San Diego, CA
Other Businesses

1) Alin Wadhwa is dually registered as an Investment Advisor Representative ("IAR") with Spectrum Planning & Advisory Services Inc. ("Bamboo Wealth Strategies") and Sovran Advisors, LLC ("Sovran Advisors"). Business is conducted from San Diego, CA. 92108. Approximately 50% of Mr. Wadhwa's time is for services as an IAR of Bamboo Wealth Strategies with the balance as an IAR of Sovran Advisors. 2) Spectrum Consulting Group; Investment-related; 3131 Camino Del Rio N, STE 1000, San Diego, CA. 92108; Consulting firm serving primarily medical clients offering accounting/ bookkeeping, payroll, tax facilitation, corporate formation/filings, financial modeling, and operational support; Financial Analyst; Bookkeeping/ account, payroll setup/ processing, corporate formation and filings, general client maintenance; Approximately 20% of time during the month. 3) SummaCor, Inc. Not investment-related; 3131 Camino Del Rio N, STE 1000, San Diego, CA. 92108; Medical startup - circulatory assist device development; Accounting/ bookkeeping, device testing support; Less than 5% of time during the month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-12
  • S65 Uniform Investment Adviser Law Examination
    2025-05-12

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