B3 Wealth Strategies is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bellevue, WA. Its latest Form ADV filing, dated April 29, 2026, reports $36M in regulatory assets under management, 6 employees, and 82 accounts.
Assets Under Management
$36M
Employees
6
Offices
--
Total Clients
62
Primary office
BELLEVUE, WA
11245 SE 6TH STREET, BUILDING B, SUITE 120, BELLEVUE, WA, United States
Top client segmentHNWI represent 67.7% of total clients.
Top client categories% of clientsClients
1
HNWI
67.7%
42
2
Individuals
32.3%
20
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$36Mas of April 29, 2026
Discretionary100.0%
$36M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$36M
Total Accounts82
10Y AUM Change+$36M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee10:1
10Y Employee Change-4 (-40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.