B3 Wealth Strategies
B3 Wealth Strategies is an SEC-registered mass-market adviser in Bellevue, WA with $35.8M assets under management (AUM, regulatory AUM), -92% over one year. See who owns B3 Wealth Strategies: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 300689, SEC 801-116893, data through 2026-06-17.
- AUM (assets under management / regulatory AUM)
- $35.8M (2026-06-17)
- Firm type
- Mass-Market Adviser
- Location
- Bellevue, WA
- Employees
- 6
- Clients
- 62
- CRD
- 300689
- Ownership
- BRUESKE, SPENCER, ALAN; BRUESKE, SCOTT, ALAN; COTE, TIFFANY, ELISE; BRUESKE, ALEXANDER, SCOTT
How much AUM does B3 Wealth Strategies have?
B3 Wealth Strategies reported $35.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-17).
Who owns B3 Wealth Strategies?
Disclosed owners and executives of B3 Wealth Strategies include BRUESKE, SPENCER, ALAN, BRUESKE, SCOTT, ALAN, COTE, TIFFANY, ELISE, BRUESKE, ALEXANDER, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.