Wealth manager, wrap-program sponsor · Bellevue, WA
B3 Wealth Strategies
Brueske Advisory Services, LLC · SEC-registered investment adviser · CRD 300689 · SEC 801-116893
At a glance
B3 Wealth Strategies is an SEC-registered investment adviser based in Bellevue, Washington, with $36 million in regulatory assets under management as of its Form ADV filed June 17, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 62 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 8,629th of 8,915 wealth managers and 16,050th of 17,210 SEC-registered advisers by assets.
Main office 425-974-1145b3wealthstrategies.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $36M
- Rank among wealth managers
- #8,629 of 8,915
- Rank among all SEC RIAs
- #16,050 of 17,210
- Rank in Washington
- #258 of 271
- Individual clients
- 62
- High-net-worth clients
- 42
- Accounts
- 82
- Discretionary
- 100% of AUM
- Employees
- 6
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Scott A. BrueskePresident and Managing Member
- Tiffany E. CoteChief Compliance Officer
- Alexander S. BrueskeMember
- Spencer A. BrueskeMember
Custody and brokerage
Custodian
B3 Wealth Strategies’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 42 | $33M | 91% |
| Individuals | 20 | $3M | 9% |
Disciplinary disclosures
B3 Wealth Strategies reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗b3wealthstrategies.com ↗
AtlasMembers
The full record on B3 Wealth Strategies
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
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- Growth over one, three and five years
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- Rank against 647 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does B3 Wealth Strategies manage?
B3 Wealth Strategies reports $36 million in regulatory assets under management across 82 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 17, 2026.
What kind of firm is B3 Wealth Strategies?
B3 Wealth Strategies is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are B3 Wealth Strategies’s clients?
By assets, its largest client types are high-net-worth individuals ($33 million, 42 clients); individuals ($3 million, 20 clients).
Does B3 Wealth Strategies have any disciplinary history?
B3 Wealth Strategies reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is B3 Wealth Strategies’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-17), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →