B3 WEALTH STRATEGIES
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
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
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