B3 WEALTH STRATEGIES - Financial Advisor in Washington, Bellevue

Tel: 425-974-1145 11245 Se 6th Street, Building B Suite 120 Bellevue, Washington 98004

About B3 WEALTH STRATEGIES

B3 WEALTH STRATEGIES is a Bellevue, Washington based financial advisory firm with nearly $455,716,900 in assets under management and provides investment advisory services for 1631 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

300689

Firm SEC#:

801-116893

Assets Under Management:

$455,716,900

No. of Clients:

1631

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors, Publication of periodicals and newsletters, Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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