B3 Wealth Strategies Revenue
Financial Services • 
Bellevue, Washington, United States • 1-10 Employees
B3 Wealth Strategies revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Key Contact at B3 Wealth Strategies
Scott Brueske
President & Wealth Advisor
Company overview
| Headquarters | 11245 SE 6th Street, Building B - Suite 120, Bellevue, Washington(WA) 98004, US |
| Phone number | +14259741145 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | , Wealth Management, Wealth Accumulation, Portfolio Management, Investment Strategies, Wealth Preservation Planning, Multi-Generational Wealth Transfer |
| Founded | 2016 |
| Employees | 1-10 |
| Socials |
B3 Wealth Strategies Email Formats
B3 Wealth Strategies uses 1 email format. The most common is {first initial} (e.g., j@b3wealthstrategies.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@b3wealthstrategies.com | 100% |
About B3 Wealth Strategies
At B3 Wealth Strategies, we believe clients benefit from a number of advantages when working with us, including finding balance in their strategies. Advanced Technology and Research - We have always been technology-focused and at B3 Wealth Strategies, we have ramped up this advantage even more. Our clients enjoy access to Wealth Vision, a data aggregation tool, enhanced financial planning tools to simplify and streamline the investing process, and more robust web access and software, including a single login for all accounts. We also utilize a mobile app and e-Signature software for many account transactions and establishments. Collaboration - Our team is comprised of professionals that have decades of experience in the industry, as well as ones that offer fresh visions and new perspectives. This dynamic combination allows our clients to work with a team that values consistency but isn’t afraid to think outside of the box and enjoy the benefits of our collaborative approach. Working with B3, you have the best of both worlds - experience and innovation. We are committed to building long-term relationships with our clients and seek to work with them as they find balance in their financial and personal lives. When we work with clients, it’s not merely transactional; it’s personal. Contact us today to learn more. Securities offered through LPL Financial, Member SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management, DBA B3 Wealth Strategies, a registered investment advisor. Financial Advocates Investment Management, B3 Wealth Strategies and LPL Financial are separate entities. www.SIPC.org For a list of states in which we are registered to conduct securities business, visit our website at: www.b3wealthstrategies.com Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
B3 Wealth Strategies has never raised funding before.
B3 Wealth Strategies Tech Stack
Discover the technologies and tools that power B3 Wealth Strategies's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
CDN
PaaS
Search engines
Security
JavaScript libraries
Tag managers
Marketing automation
Security
JavaScript libraries
Miscellaneous
United Arab Emirates
Australia
United Kingdom
Frequently asked questions
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