B3 Wealth Strategies
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
B3 Wealth Strategies provides discretionary asset management and related investment advice to individuals — including high net worth individuals — as well as pension and profit‑sharing plans, trusts, estates and other business entities. The firm reports managing about $35.8 million in discretionary assets across roughly 62 client relationships and generally bills for portfolio management on an asset‑based fee basis.
The firm builds customized asset‑allocation strategies and offers ongoing monitoring and periodic rebalancing, using LPL Financial’s Strategic Wealth Management (SWM II) platform for custody and execution of SWM II accounts. Its process draws on fundamental, technical and cyclical analysis and emphasizes strategic asset allocation and long‑term holdings while maintaining discretionary trading authority and permitting clients to impose reasonable investment restrictions.
Distinctive operational features include acting as sponsor and portfolio manager of a wrap‑fee program (and the ability to recommend LPL‑sponsored wrap programs) and the regular production of impersonal newsletters plus free educational workshops for clients and prospects. B3 also delegates proxy voting to clients (clients receive proxies and custodian statements directly) and uses LPL for custody, clearing and related platform services.
Client services
Expertise
Fee options
$0 - $299,999: 1.45% $300,000 - $699,999: 1.35% $700,000 - $999,999: 1.25% $1,000,000 - $1,499,999: 1.15% $1,500,000 - $1,999,999: 1.05% $2,000,000 - $2,499,999: 1.00% $2,500,000 - $2,999,999: 0.90% $3,000,000 - $3,499,999: 0.85% $3,500,000 - $3,999,999: 0.80% $4,000,000 - $5,999,999: 0.70% $6,000,000 - $7,999,999: 0.65% $8,000,000 - $9,999,999: 0.60% $10,000,000+: 0.50%
Fee-only: Fees are paid as a percentage of assets under management; no commissions are charged; newsletter and workshops are free of charge.
Main office
11245 SE 6th Street, Building B, Suite 120
Bellevue WA 98004
Advisors at this office
4
Most active in
Washington
Also doing business as
B3 Wealth Strategies · Brueske Advisory Services, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Tiffany C
Series 63, Series 66
Bellevue, WA
B3 Wealth Strategies
Tiffany Cote is a financial advisor at B3 Wealth Strategies in Bellevue, WA, with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at LPL Financial and Financial Advocates Investment Management. She also serves as a notary in Bellevue. B3 Wealth Strategies provides investment advisory and financial planning services to individuals, trusts, retirement plan sponsors, and business entities. The firm offers tailored portfolio management using fundamental, technical, and cyclical analysis, and supports clients through discretionary management, fiduciary consulting, and educational seminars.
Alexander B
CFP®, Series 63, Series 66
Bellevue, WA
B3 Wealth Strategies
Alexander Brueske is a CFP® professional affiliated with B3 Wealth Strategies in Bellevue, WA, with 14 years of industry experience. His career includes roles at LPL Financial and Financial Advocates Investment Management. He also temporarily provided limited advisory services through Brueske Advisory Services during the transition of assets to LPL Financial. B3 Wealth Strategies offers discretionary asset management and investment advice to individuals, including high net worth clients, as well as pension plans, trusts, and business entities. The firm employs a strategic asset allocation approach supported by fundamental, technical, and cyclical analysis, utilizing LPL Financial’s platform for custody and execution.
Scott B
CFP®, Series 63
Bellevue, WA
B3 Wealth Strategies
Scott Brueske is a CFP® with over 42 years of experience in the financial advisory industry. He is currently with B3 Wealth Strategies, where he has worked since 2019, and previously held roles at LPL Financial and Waddell & Reed, among others. He also provides limited services through Brueske Advisory Services, an independent investment advisory firm. B3 Wealth Strategies offers discretionary asset management and investment advice to individuals, including high net worth clients, as well as trusts, estates, and business entities. The firm employs a customized asset-allocation approach with ongoing monitoring and uses LPL Financial’s platform for custody and execution.
Spencer B
CFP®, Series 63, Series 66
Bellevue, WA
B3 Wealth Strategies
Spencer Brueske is a CFP® professional with 14 years of experience in the financial services industry. He is currently with B3 Wealth Strategies in Bellevue, WA, where he has worked since 2019. His prior experience includes positions at Financial Advocates Investment Management and Waddell & Reed. He also provides limited advisory services through an independent registered investment advisor firm during asset transitions. B3 Wealth Strategies offers discretionary asset management and investment advice to individuals, including high net worth clients, as well as pension plans, trusts, and business entities. The firm emphasizes customized asset allocation, long-term holdings, and uses LPL Financial’s Strategic Wealth Management platform for custody and execution.
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