B3 WEALTH STRATEGIES

Legal name: BRUESKE ADVISORY SERVICES, LLC

CRD 300689File 801-116893

APPROVED

Retail clients

Filing as of Jun 17, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$35.8M

Bottom 25% of cohort (national)

Discretionary AUM

$35.8M

Clients

82 accounts

Employees

Bottom 25% of cohort in WA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Jul 1, 2019
Principal office: 11245 SE 6TH STREET, BUILDING B, SUITE 120, BELLEVUE, WA, 98004
Phone: 425-974-1145
Website: HTTP://WWW.B3WEALTHSTRATEGIES.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $35.8M
Discretionary AUM: $35.8M
Non-discretionary AUM: $0
Discretionary accounts: 82
Non-discretionary accounts: 0
Total accounts: 82
AUM per client: $577K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	42	$32.7M
Individuals (other than high net worth individuals)	20	$3.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Other
Publications
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Mar 1, 2026	Custody	Yes	No
Mar 1, 2026	Clients	559	62	decreased by497
Mar 1, 2026	AUM	$455,716,900	$35,781,637	decreased by$419,935,263
Mar 1, 2026	Accounts	1,631	82	decreased by1,549
May 1, 2025 vs Oct 1, 2022	Employees	7	6	decreased by1
May 1, 2025 vs Oct 1, 2022	Clients	563	559	decreased by4
May 1, 2025 vs Oct 1, 2022	AUM	$394,931,686	$455,716,900	increased by$60,785,214
May 1, 2025 vs Oct 1, 2022	Accounts	1,455	1,631	increased by176
Apr 1, 2022	Clients	529	563	increased by34
Apr 1, 2022	AUM	$348,721,201	$394,931,686	increased by$46,210,485
Apr 1, 2022	Accounts	1,342	1,455	increased by113
Aug 1, 2021	Custody	No	Yes
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “B3 WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“B3 WEALTH” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.