# B3 Wealth Strategies

B3 Wealth Strategies is a RIA based in Bellevue, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Bellevue, United States
- **Region:** North America
- **Address:** Bellevue, WA, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** b3wealthstrategies.com
- **LinkedIn:** https://www.linkedin.com/company/b3-wealth-strategies

## Regulatory record

- **CRD number:** 300689
- **SEC file number:** 801-116893
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/300689

## About

B3 Wealth Strategies was established in 2019 as a wealth manager and registered investment adviser. The firm provides discretionary asset management, portfolio management, financial planning, and pension consulting. No asset-class allocations, named holdings, or geographic deployments beyond headquarters appear in available records. No team size, additional offices, or vehicles are documented. No operational events from the last 24 months are recorded. moat_notes: Thin coverage from limited sources; no website scrape or LinkedIn available.

## Sectors

- Wealth Management

## Questions

### Who runs investment decisions at B3 Wealth Strategies?

No named principals or CIO appear in public records.

### Does B3 Wealth Strategies participate in fund commitments or only direct deals?

Available descriptions mention discretionary asset management and portfolio management without specifying fund commitments or direct deals.

## Related profiles

- [B3 Capital](https://altss.com/profile/b3-capital)
- [B4 Investimenti](https://altss.com/profile/b4-investimenti)

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Last updated: 2026-06-03T20:00:00.000Z

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