A complete list of active advisors currently associated with B3 Wealth Strategies

Warmer can help you find a great advisor at B3 Wealth Strategies or one who fits your needs even better.

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.

To learn more about the advisors currently working at B3 Wealth Strategies, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Alexander Brueske	Bellevue, WA	14
Scott Brueske	Bellevue, WA	42
Spencer Brueske	Bellevue, WA	14
Tiffany Cote	Bellevue, WA	24

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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