B3 WEALTH STRATEGIES

11245 Se 6th Street, Building B
Suite 120
Bellevue, Washington 98004
Tel: 425-974-1145

About B3 WEALTH STRATEGIES

B3 WEALTH STRATEGIES, formally registered with the SEC as B3 WEALTH STRATEGIES. The firm was established in 07/01/2019. They have over 1 offices throughout the country.

B3 WEALTH STRATEGIES is a Bellevue, Washington based Financial Planning firm with nearly $455,716,900 assets under management, offering retirement planning & investment advisory services to 1631 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300689
SEC#	801-116893
Assets Managed by Firm	$455,716,900
No. of Clients	1631
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1631	$455,716,900
Individuals (other than high net worth individuals)	411	$114,527,170
High net worth individuals	148	$341,189,730

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