{
  "crd_number": 300689,
  "slug": "b3-wealth-strategies-bellevue-wa-300689",
  "primary_business_name": "B3 WEALTH STRATEGIES",
  "legal_name": "BRUESKE ADVISORY SERVICES, LLC",
  "dbas": [],
  "city": "Bellevue",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "42660",
  "metro": {
    "cbsa_code": "42660",
    "common_name": "Seattle",
    "msa_name": "Seattle-Tacoma-Bellevue, WA",
    "path": "/advisors/wa/seattle"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-07-01",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-06-17",
  "carried_forward": false,
  "raum_total": 35781637.0,
  "raum_discretionary": 35781637.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 6,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 3091315.0,
      "count": 20
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 32690322.0,
      "count": 42
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "periodicals_newsletters",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "WA"
  ],
  "websites": [
    "https://b3wealthstrategies.com",
    "https://facebook.com/B3WealthStrategies",
    "https://linkedin.com/company/b3-wealth-strategies"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300689",
  "city_as_filed": "BELLEVUE",
  "url": "https://advisorcensus.com/firm/b3-wealth-strategies-bellevue-wa-300689",
  "display_name": "B3 Wealth Strategies",
  "summary": "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.",
  "citation": "AdvisorCensus. B3 Wealth Strategies (CRD 300689): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is B3 Wealth Strategies compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), B3 Wealth Strategies reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does B3 Wealth Strategies charge?",
      "a": "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."
    },
    {
      "q": "Where is B3 Wealth Strategies located?",
      "a": "B3 Wealth Strategies' principal office is in Bellevue, WA, according to its Form ADV."
    },
    {
      "q": "Is B3 Wealth Strategies registered with the SEC or a state?",
      "a": "B3 Wealth Strategies is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300689."
    },
    {
      "q": "How much does B3 Wealth Strategies manage?",
      "a": "B3 Wealth Strategies reports $35,781,637 in regulatory assets under management in its Form ADV filing dated June 17, 2026 (100% discretionary)."
    },
    {
      "q": "How have B3 Wealth Strategies' assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does B3 Wealth Strategies serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (42); individuals (other than high net worth individuals) (20)."
    },
    {
      "q": "Does B3 Wealth Strategies report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in B3 Wealth Strategies' recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $455,716,900 to $35,781,637 (-92%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 348721201.0,
      "total_employees": 7,
      "filing_date": "2021-09-14"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 394931686.0,
      "total_employees": 7,
      "filing_date": "2022-03-07"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 317655175.0,
      "total_employees": 8,
      "filing_date": "2023-04-12"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 395559261.0,
      "total_employees": 6,
      "filing_date": "2024-02-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 455716900.0,
      "total_employees": 6,
      "filing_date": "2025-02-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 35781637.0,
      "total_employees": 6,
      "filing_date": "2026-06-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $455,716,900 to $35,781,637 (-92%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in AZ, CA, MN, OR, TX."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $299,999",
        "rate": "1.45%"
      },
      {
        "band": "$300,000 to $699,999",
        "rate": "1.35%"
      },
      {
        "band": "$700,000 to $999,999",
        "rate": "1.25%"
      },
      {
        "band": "$1,000,000 to $1,499,999",
        "rate": "1.15%"
      },
      {
        "band": "$1,500,000 to $1,999,999",
        "rate": "1.05%"
      },
      {
        "band": "$2,000,000 to $2,499,999",
        "rate": "1%"
      },
      {
        "band": "$2,500,000 to $2,999,999",
        "rate": "0.9%"
      },
      {
        "band": "$3,000,000 to $3,499,999",
        "rate": "0.85%"
      },
      {
        "band": "$3,500,000 to $3,999,999",
        "rate": "0.8%"
      },
      {
        "band": "$4,000,000 to $5,999,999",
        "rate": "0.7%"
      },
      {
        "band": "$6,000,000 to $7,999,999",
        "rate": "0.65%"
      },
      {
        "band": "$8,000,000 to $9,999,999",
        "rate": "0.6%"
      },
      {
        "band": "Above $10,000,000",
        "rate": "0.5%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "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%"
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 299999.0,
          "rate_pct": 1.45
        },
        {
          "min": 300000.0,
          "max": 699999.0,
          "rate_pct": 1.35
        },
        {
          "min": 700000.0,
          "max": 999999.0,
          "rate_pct": 1.25
        },
        {
          "min": 1000000.0,
          "max": 1499999.0,
          "rate_pct": 1.15
        },
        {
          "min": 1500000.0,
          "max": 1999999.0,
          "rate_pct": 1.05
        },
        {
          "min": 2000000.0,
          "max": 2499999.0,
          "rate_pct": 1.0
        },
        {
          "min": 2500000.0,
          "max": 2999999.0,
          "rate_pct": 0.9
        },
        {
          "min": 3000000.0,
          "max": 3499999.0,
          "rate_pct": 0.85
        },
        {
          "min": 3500000.0,
          "max": 3999999.0,
          "rate_pct": 0.8
        },
        {
          "min": 4000000.0,
          "max": 5999999.0,
          "rate_pct": 0.7
        },
        {
          "min": 6000000.0,
          "max": 7999999.0,
          "rate_pct": 0.65
        },
        {
          "min": 8000000.0,
          "max": 9999999.0,
          "rate_pct": 0.6
        },
        {
          "min": 10000000.0,
          "max": null,
          "rate_pct": 0.5
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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%"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/b3-wealth-strategies-bellevue-wa-300689.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 20,
      "fewer_than_5": false,
      "raum": 3091315.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 42,
      "fewer_than_5": false,
      "raum": 32690322.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300689",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}