About Bodhi Tree Wealth
Bodhi Tree Wealth is a financial services firm that specializes in providing personalized wealth management solutions to individuals and families. The firm focuses on holistic financial planning, investment management, and retirement strategies, aiming to help clients achieve their financial goals through tailored advice and comprehensive service. With a commitment to transparency and client education, Bodhi Tree Wealth seeks to empower clients to make informed financial decisions. The firm leverages a combination of traditional investment strategies and innovative financial technologies to optimize client portfolios and enhance overall financial well-being.
Company facts
- Industry
- Financial Services
- Sub-industries
- Wealth Management, Investment Advisory, Financial Planning, Retirement Planning, Tax Advisory
- Location
- Los Angeles, United States
- Employees
- 1–10
- Revenue (USD)
- 1–5M
- Founded
- 2020
Products and services
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