SEC Form ADV

B3 WEALTH STRATEGIES

Registered Investment AdviserWA
$35.8M
Assets Under Management
82
Total Clients
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Registration Details

Accession
CRD-300689
Location
BELLEVUE, WA
Filing Date
April 29, 2026
AUM
$35.8M
Total Clients
82
Amendment
No

About this Adviser

B3 WEALTH STRATEGIES is a registered investment adviser headquartered in BELLEVUE, WA, managing approximately $35.8M in assets across 82 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.