RIA Intel›Advisers›Nevada›BODHI TREE CAPITAL MANAGEMENT, LLC

BODHI TREE CAPITAL MANAGEMENT, LLC

Advisory

NV

Data as of Jan 28, 2026 · Source: SEC Form ADV

Average account

$3M

across 9 accounts

AUM per adviser

$16M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 28, 2026.

Total AUM

$31M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$31M

Discretionary AUM$31M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients18

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNV

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

18 clients

18 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NV

Closest by assets under management. All figures from Form ADV.

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MAHLON R.EDWARDS FINANCIAL PLANNING & INVESTMENT STRATEGIES,INC.

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