B3 Wealth Strategies

Overview

B3 Wealth Strategies is an SEC-registered LLC that began advising clients in 2019 and operates on a percentage-of-AUM fee model. The firm focuses on individuals and families rather than institutional mandates and provides direct portfolio management for individuals and small businesses. Its client-facing activities extend beyond portfolio management to include publications or newsletters and educational seminars or workshops, indicating an emphasis on client education and thought leadership for its target market. Regulatory and operational attributes reported by the firm show it is not a multistate adviser, does not position itself as a capital allocator, and does not claim pension-consulting or related-adviser activities. The firm does not report active ESG investing as part of its stated profile.

Assets & Accounts

Public Holdings

Investments & Alternatives