$35.8M Total AUM
$35.8M Disc. AUM
-- 3Y CAGR
6 Employees
62 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- InsightBridge
- Established Date
- 07-01-2019
- Office Locations
- 1
Office Locations
11245 SE 6TH Street, Building B Suite 120 Bellevue WA
About B3 Wealth Strategies
B3 Wealth Strategies provides collaborative financial planning, multigenerational/legacy planning, and ongoing investment management, tailoring balanced portfolios to clients’ risk tolerance and goals. The firm works with early-career investors, “millionaire next door” households, and pre-retirees seeking retirement confidence. Custodied through LPL Financial.
Team overview
42 AVG AGE
$11.9M AVG AUM / ADVISOR
$577.1K AVG AUM / CLIENT
7 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
6yrs Firm Age
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Asset Classes
Capital legacy
Custodian
Vertex timber Optima summit Zenith Vital bridge Catalyst Meridian quantum Ember
Investment Themes
Radial crest Capital north
Investment Vehicles
Prime unison Insight timber
Platform
Fusion radial Atlas foundation
Services
Matrix Zenith Focus vector Bridge Atlas
Technology
Fusion bridge Glacier atlas
Owner & Executives
SCOTT ALAN BRUESKE
Managing Member, President
- CRD
- #1302836
- Ownership
- 50% but less than 75%
(559) 889-9988
bridge.pathway@wavecapital.com
in linkedin.com/in/pathway-summit
ALEXANDER SCOTT BRUESKE
Wealth Advisor
- CRD
- #5696718
- Ownership
- 10% but less than 25%
(545) 975-6545
bridge.wave@beaconcapital.com
in linkedin.com/in/atlas-peak
S
Signal prime
Frontier vector beacon
- CRD
- #92526
- Ownership
- 33.6%
(855) 694-7596
vital.timber@oakcapital.com
in linkedin.com/in/legacy-capital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,781,637 | $436,361 |
| Non-Discretionary | $0 | -- |
| Total | $35,781,637 | $436,361 |
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Separately Managed Accounts
Total SMA Asset: $35,781,637
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,623,715,172 | 100.0% |
| Total | $1,623,715,172 | 100.0% |