Alin Wadhwa has been an investment adviser representative at Spectrum Planning & Advisory Services since July 2025, and is not listed among the firm’s executive officers or direct owners.
Spectrum Planning & Advisory Services Inc. is a San Diego, CA firm with $236M under management, 229 clients and 4 advisers across 3 offices, as of its September 2026 filing.
Alin Wadhwa is Financial Analyst of Bamboo Wealth Strategies, based in San Diego, CA. Since joining Bamboo over four years ago, Wadhwa has supported clients through a variety of financial planning services, including assisting with home purchase calculations.
- Bamboo Wealth StrategiesCurrent– present · 1 yearSan Diego, CA · Adviser representative · Firm CRD 170093
Investment adviser representative registrations
Alin Wadhwa is registered as an investment adviser representative in California, since July 2025.
- CaliforniaSince 15 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 May 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Alin Kumar Wadhwa
- CRD
- 8128020
- Firm
- Spectrum Planning & Advisory Services · CRD 170093
- Office
- 3131 CAMINO DEL RIO NORTH, SUITE 750, San Diego, CA 92108
- Registration
- Investment adviser registration
- In the industry since
- July 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bamboowealthstrategies.com
Where does Alin Wadhwa work?
Alin Wadhwa is an investment adviser representative registered through Spectrum Planning & Advisory Services Inc. since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Alin Wadhwa a financial advisor?
Yes. Alin Wadhwa has a current investment-adviser registration in California, through Spectrum Planning & Advisory Services since July 2025.
How many years of experience does Alin Wadhwa have?
Alin Wadhwa has 1 year in the financial industry, since July 2025, across 1 adviser firm.
What exams has Alin Wadhwa passed?
Alin Wadhwa passed the Series 65 in May 2025.
Where is Alin Wadhwa based?
Alin Wadhwa’s registered office is in San Diego, CA.
Is Alin Wadhwa registered with FINRA?
No. Alin Wadhwa has no current broker registration.
How can I verify Alin Wadhwa’s record?
Search CRD 8128020 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alin Wadhwa’s full registration record.