# B3 Wealth Strategies

> 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.

- CRD: 300689
- Filed as: B3 WEALTH STRATEGIES
- Legal name: Brueske Advisory Services, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bellevue, WA
- Filing period: October 2026
- Form ADV filing dated: June 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300689
- AdvisorCensus page: https://advisorcensus.com/firm/b3-wealth-strategies-bellevue-wa-300689

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated June 17, 2026)

- 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $35,781,637
- Discretionary: $35,781,637
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $3,091,315 |
| High net worth individuals | 42 | $32,690,322 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- b3wealthstrategies.com
- Facebook @B3WealthStrategies
- LinkedIn @b3-wealth-strategies

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $348,721,201 | 7 | September 14, 2021 |
| October 2022 | $394,931,686 | 7 | March 7, 2022 |
| October 2023 | $317,655,175 | 8 | April 12, 2023 |
| October 2024 | $395,559,261 | 6 | February 29, 2024 |
| October 2025 | $455,716,900 | 6 | February 4, 2025 |
| October 2026 | $35,781,637 | 6 | June 17, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. B3 Wealth Strategies (CRD 300689): Form ADV filing data as of October 2026.