What departments does B3 Wealth Strategies have?

B3 Wealth Strategies has employees across 1 departments including Administrative.

What is the largest department at B3 Wealth Strategies?

The largest department at B3 Wealth Strategies is Administrative with 1 employees.

Where are B3 Wealth Strategies employees located globally?

B3 Wealth Strategies has employees across 1 continents and 1 countries including United States Of America.

How has B3 Wealth Strategies's team size changed over time?

B3 Wealth Strategies's team has decreased from approximately 5 to 4 employees based on available data.

B3 Wealth Strategies Employee Directory

Financial ServicesWashington, United States2-10 Employees

B3 Wealth Strategies is a financial services firm based in Bellevue, Washington, offering investment advisory and financial planning services. It operates as a registered investment adviser through Financial Advocates Investment Management and provides securities through LPL Financial, with a technology-enabled approach that aims to streamline investing and provide integrated access to client accounts through data aggregation and planning tools. The arrangement reflects the firm’s emphasis on delivering a streamlined, accessible wealth-management experience. 

The team brings together seasoned professionals and newer perspectives to balance experience with innovation, supporting long-term relationships rather than transactional interactions. The firm focuses on helping clients achieve balance in their financial and personal lives, and its collaborative, small-team structure underpins tailored guidance within the regional financial services landscape.

B3 Wealth Strategies Global Highlights

North America
4

United States Of America
4

B3 Wealth Strategies's Leadership

T. F. C.
Chief Compliance Officer And Office Manager
Mobile Phone
Email
S. A. B.
President & Wealth Advisor
Mobile Phone
Email
A. B.
Wealth Advisor
Mobile Phone
Email
S. B.
Wealth Advisor
Mobile Phone
Email

B3 Wealth Strategies Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from B3 Wealth Strategies

Name

Title

Contact

Location

Last Update

T. F. C.
Chief Compliance Officer And Office Manager
Mobile Phone
Email
United StatesWashington
May 24, 2025
S. A. B.
President & Wealth Advisor
Mobile Phone
Email
United StatesWashington
Nov 20, 2024
A. B.
Wealth Advisor
Mobile Phone
Email
United StatesWashington
Jun 01, 2025
S. B.
Wealth Advisor
Mobile Phone
Email
United StatesWashington
May 18, 2025

Frequently Asked Questions

What is B3 Wealth Strategies known for?

B3 Wealth Strategies was founded in 2016 operates in the Financial Services industry. Explore B3 Wealth Strategies's company overview page for more information.

What is B3 Wealth Strategies's most common email format?

B3 Wealth Strategies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more B3 Wealth Strategies email formats with LeadIQ.

How many employees does B3 Wealth Strategies have currently?

B3 Wealth Strategies has approximately 4 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are B3 Wealth Strategies's key employees and leadership?

As of August 2026, B3 Wealth Strategies's key employees include:

Chief Compliance Officer And Office Manager: T. F. C.
President & Wealth Advisor: S. A. B.
Wealth Advisor: A. B.
Wealth Advisor: S. B.

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B3 Wealth Strategies Employee Directory

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