B3 Wealth Strategies

What B3 Wealth Strategies does

B3 Wealth Strategies is a privately-held, family-owned registered investment advisory firm headquartered in Bellevue, Washington, operating as a small practice of approximately six personnel. Founded in 2016, the firm provides financial planning, multigenerational planning, investment management, retirement planning, insurance planning, estate planning, and tax planning services to individuals and families, with a deliberate emphasis on serving multiple generations within the same household. The client base is concentrated in the Pacific Northwest, and the firm's service model is built around longitudinal, relationship-based advisory rather than transactional product sales.

The firm operates on a fee-based advisory model through the LPL Financial RIA platform, outsourcing rather than building core technology infrastructure. Its technology stack is entirely third-party, consisting of LPL's platform for custody and trading, eMoney for financial planning, and the Orion Portal for portfolio management. There is no proprietary software, no mobile application, no API, and no disclosed AI or data capabilities; the technology strategy is to leverage incumbent vendor tools to support advisory workflows. The three-credentialed advisory bench (Scott, Alexander, and Spencer Brueske, each holding the CFP designation) is supported by client services, client relationship, and operations staff, indicating a deliberately structured small firm rather than a solo practice.

Revenue is generated through standard RIA asset-based advisory fees on client assets under management, with no disclosed AUM, fee schedule, or pricing tier. Customer acquisition appears to rely on referral networks, multigenerational family relationships, and content marketing through the firm's website, with no named institutional or corporate clients. The competitive position rests on the Brueske family's credentialed expertise and multigenerational orientation rather than on scale, technology differentiation, or geographic breadth.

Name

B3 Wealth Strategies

Legal name

B3 Wealth Strategies

Website

https://b3wealthstrategies.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

B3 Wealth Strategies is a family-owned registered investment advisory firm in Bellevue, Washington, providing financial, multigenerational, investment, retirement, estate, and tax planning services to individuals and families across the Pacific Northwest via the LPL Financial platform.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)

Keywords

• Wealth management services
• Financial planning advisory
• Retirement planning services
• Investment management advisory
• Multigenerational wealth planning

Headquarters

HQ city

Bellevue

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Services: B3 Wealth Strategies operates as a registered investment advisory firm through LPL Financial, providing personalized financial planning and investment management services. The firm acts as a fiduciary, meaning they are required to act in the best interest of their clients and put client needs above their own. Revenue is generated through advisory fees, likely based on assets under management (AUM) given the comprehensive wealth management services offered.
2. Investment Management: Portfolio management and investment advisory services creating and managing balanced portfolios tailored to client risk tolerance and financial objectives, with ongoing monitoring and rebalancing.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

B3 Wealth Strategies is a Registered Investment Advisory firm that provides personalized financial planning, investment management, retirement planning, multigenerational wealth transfer, insurance, and tax-related advisory services to individual clients. Operating as a fee-based RIA through LPL Financial, the firm delivers services via a four-step consultative process from introductory meeting through final plan presentation, supported by proprietary client portal tools (eMoney, Orion Portal).

Product overview

B3 Wealth Strategies offers a suite of wealth management and financial planning services centered around their core philosophy of Building a plan, finding Balance, and covering your Bases. The firm provides Financial Planning, Multigenerational Planning, Investment Management, Retirement Planning, Saving Strategies, Debt Review and Utilization, Insurance Planning, and Investor Guidance for the Next Generation. The firm operates through a four-step collaborative process: Introductory Meeting, Discovery Meeting, Preliminary Plan Presentation, and Final Plan Presentation. Securities and Advisory Services are offered through LPL Financial, a Registered Investment Advisor. The company also provides educational resources including calculators, articles, videos, and glossary tools through their Resource Center.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning
• Multigenerational Planning
• Investment Management
• Retirement Planning
• Saving Strategies
• Debt Review and Utilization
• Insurance Planning
• Investor Guidance for Next Generation

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• LPL FinancialcoreStrategic or Co-development PartnerLPL Financial is a registered investment advisor and broker-dealer providing the custodial, compliance, and platform infrastructure for B3 Wealth Strategies. B3 operates through LPL as an affiliated RIA, with securities and advisory services offered through LPL. This partnership provides regulatory oversight, custodial services for client assets, technology platforms (Account View, eMoney, Orion Portal), and research materials (LPL Research weekly publications). LPL is one of the largest RIAs in the industry.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Creative Planning: Creative Planning is a large independent RIA offering comprehensive wealth management, multigenerational planning, and investment management services similar to B3. While it operates at much greater scale and across a national footprint, its service mix — financial planning, retirement, estate, tax, and investment advisory under a fiduciary model — directly mirrors B3's offering.
• Carson Wealth (Carson Group): Carson Group is an RIA support platform that serves independent advisors with practice management, technology, and back-office infrastructure. Many of its partner advisors operate as family-oriented wealth firms serving mass-affluent and retired clients — directly comparable to B3's positioning and target clientele.
• Fisher Investments: Fisher Investments is a large independent investment management and wealth advisory firm serving individual and institutional clients. While its scale and institutional orientation differ from B3, it competes in the RIA wealth management space with fiduciary investment advisory services to mass-affluent and high-net-worth households.
• Edelman Financial Engines: Edelman Financial Engines is one of the largest independent RIAs, offering financial planning, investment management, and retirement income services to individuals. Its comprehensive planning-driven model and mass-affluent target market overlap with B3's positioning, although it operates at vastly greater scale and a national footprint.
• Mariner Wealth Advisors: Mariner is an independent RIA providing comprehensive financial planning, investment management, estate, tax, and multigenerational services to families and individuals. Its service breadth and family-wealth orientation make it a comparable, though significantly larger, analog to B3 Wealth Strategies.
• Vanguard Personal Advisor Services: Vanguard Personal Advisor Services is a hybrid advice service combining automated portfolio management with human advisor access, offered by one of the world's largest asset managers. It competes for B3's retiree and mass-affluent segments with a trusted brand and industry-leading low fee structure.

Emerging players

• Personal Capital (Empower Personal Dashboard): Personal Capital (now part of Empower) is a hybrid digital wealth management firm combining online tools with human advisor access. It serves mass-affluent clients seeking integrated financial planning and investment management — the same core need B3 addresses, delivered through a tech-forward model.
• Wealthfront: Wealthfront is a leading automated investment service offering goal-based planning, portfolio management, and financial planning tools for young professionals and mass-affluent clients. It directly addresses two of B3's three primary segments (young investors and the "Millionaire Next Door") with a low-fee, no-human-advisor model.
• Facet Wealth: Facet Wealth is a digital-first RIA pairing clients with CFP® professionals for flat-fee financial planning and investment advice. It targets the same mass-affluent and next-generation client segments as B3 but delivers services through a tech-enabled, lower-fee model that competes for the same customer profile.

Direct peers

• Buckingham Strategic Wealth: Buckingham is a national RIA focused on evidence-based financial planning, investment management, and tax strategies for individuals and families. Its fiduciary model, goals-based planning approach, and emphasis on wealth management across life stages closely parallel B3's positioning as a smaller, planning-focused RIA.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about B3 Wealth Strategies