SEC Form ADV

B3 WEALTH STRATEGIES

Firm profile: B3 Wealth Strategies — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserWA

$35.8M

Assets Under Management

Employees

Get LP Contact Details

Registration Details

Accession: crd-300689
Location: BELLEVUE, WA
Filing Date: June 17, 2026
AUM: $35.8M
Employees: 6
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

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

← All Form ADV Filings