AdvisorCensus / Financial advisors / Washington / Seattle / B3 Wealth Strategies
B3 Wealth Strategies
Filed as B3 WEALTH STRATEGIES · Legal name Brueske Advisory Services, LLC
B3 Wealth Strategies is an SEC-registered investment advisory firm in Bellevue, WA, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 17, 2026.
Quick answers
From the filingHow is B3 Wealth Strategies compensated?
On its Form ADV (Item 5.E, October 2026), B3 Wealth Strategies reports these compensation arrangements: a percentage of assets under its management.
How much does B3 Wealth Strategies charge?
Its Form ADV Part 2A brochure dated June 17, 2026 states: Up to $299,999: 1.45% a year; $300,000 to $699,999: 1.35% a year; $700,000 to $999,999: 1.25% a year; $1,000,000 to $1,499,999: 1.15% a year; $1,500,000 to $1,999,999: 1.05% a year; $2,000,000 to $2,499,999: 1% a year; $2,500,000 to $2,999,999: 0.9% a year; $3,000,000 to $3,499,999: 0.85% a year; $3,500,000 to $3,999,999: 0.8% a year; $4,000,000 to $5,999,999: 0.7% a year; $6,000,000 to $7,999,999: 0.65% a year; $8,000,000 to $9,999,999: 0.6% a year; Above $10,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is B3 Wealth Strategies located?
B3 Wealth Strategies' principal office is in Bellevue, WA, according to its Form ADV.
Is B3 Wealth Strategies registered with the SEC or a state?
B3 Wealth Strategies is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300689.
How much does B3 Wealth Strategies manage?
B3 Wealth Strategies reports $35,781,637 in regulatory assets under management in its Form ADV filing dated June 17, 2026 (100% discretionary).
How have B3 Wealth Strategies' assets and staff changed since 2021?
In the Form ADV data for B3 Wealth Strategies: Regulatory assets under management: $348,721,201 in the October 2021 data and $35,781,637 in the October 2026 data, down 90%. Total employees: 7 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does B3 Wealth Strategies serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (42); individuals (other than high net worth individuals) (20).
Does B3 Wealth Strategies report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/300689
What changed in B3 Wealth Strategies' recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $455,716,900 to $35,781,637 (-92%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $299,999 | 1.45% |
| $300,000 to $699,999 | 1.35% |
| $700,000 to $999,999 | 1.25% |
| $1,000,000 to $1,499,999 | 1.15% |
| $1,500,000 to $1,999,999 | 1.05% |
| $2,000,000 to $2,499,999 | 1% |
| $2,500,000 to $2,999,999 | 0.9% |
| $3,000,000 to $3,499,999 | 0.85% |
| $3,500,000 to $3,999,999 | 0.8% |
| $4,000,000 to $5,999,999 | 0.7% |
| $6,000,000 to $7,999,999 | 0.65% |
| $8,000,000 to $9,999,999 | 0.6% |
| Above $10,000,000 | 0.5% |
The brochure's wording
For our asset management services, client will be charged the following annual fee based upon the assets under management: Assets Under Management Annual Fees $0 – $299,999 1.45% $300,000 – $699,999 1.35% $700,000 – $999,999 1.25% $1,000,000 – $1,499,999 1.15% $1,500,000 – $1,999,999 1.05% $2,000,000 – $2,499,999 1.00% $2,500,000 – $2,999,999 0.90% $3,000,000 - $3,499,999 0.85% $3,500,000 - $3,999,999 0.80% $4,000,000 - $5,999,999 0.70% $6,000,000 - $7,999,999 0.65% $8,000,000 - $9,999,999 0.60% $10,000,000 and over 0.50%
As stated in the firm's Form ADV Part 2A brochure dated June 17, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$35,781,637 as of October 2026, filing dated June 17, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Brueske Advisory Services, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2019 (7 years)
- Employees
- Total: 6. Performing investment advisory functions: 3.
- Wrap fee program participation
- Yes.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $35,781,637 | 6 | June 17, 2026 |
| October 2025 | $455,716,900 | 6 | February 4, 2025 |
| October 2024 | $395,559,261 | 6 | February 29, 2024 |
| October 2023 | $317,655,175 | 8 | April 12, 2023 |
| October 2022 | $394,931,686 | 7 | March 7, 2022 |
| October 2021 | $348,721,201 | 7 | September 14, 2021 |
Regulatory assets under management: $348,721,201 in the October 2021 data and $35,781,637 in the October 2026 data, down 90%.
Total employees: 7 in October 2021 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Regulatory assets under management went from $455,716,900 to $35,781,637 (-92%).
- January 2026
- No longer registered or notice-filed in AZ, CA, MN, OR, TX.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. B3 Wealth Strategies (CRD 300689): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/b3-wealth-strategies-bellevue-wa-300689