B3 WEALTH STRATEGIES

RIASEC RegisteredEst. 2019

Total AUM

$35.8M

Discretionary

$35.8M

100% of AUM

Avg account

$436K

Accounts

Employees

Advisory reps

Firm details

Headquarters: BELLEVUE, Washington
CRD number: 300689
Registered since: July 1, 2019
Website: www.b3wealthstrategies.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI91.36%
Individuals8.64%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

B3 Wealth Strategies LLC is an independent, owner-operated registered investment adviser that has been SEC-registered since 2019. The firm serves individual and family clients and markets itself as a capital allocator, combining financial planning with discretionary portfolio management and third‑party manager selection. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, publishing periodicals or newsletters, and running educational seminars and workshops. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.