B3 Wealth Strategies Employee Directory

Q: What is B3 Wealth Strategies known for?

B3 Wealth Strategies was founded in 2016. B3 Wealth Strategies operates in the Financial Services industry.

Q: How many employees does B3 Wealth Strategies have currently?

B3 Wealth Strategies has approximately 4 employees.

Financial ServicesWashington, United States2-10 Employees

At B3 Wealth Strategies, we believe clients benefit from a number of advantages when working with us, including finding balance in their strategies.

Advanced Technology and Research -
We have always been technology-focused and at B3 Wealth Strategies, we have ramped up this advantage even more. Our clients enjoy access to Wealth Vision, a data aggregation tool, enhanced financial planning tools to simplify and streamline the investing process, and more robust web access and software, including a single login for all accounts. We also utilize a mobile app and e-Signature software for many account transactions and establishments.

Collaboration -
Our team is comprised of professionals that have decades of experience in the industry, as well as ones that offer fresh visions and new perspectives. This dynamic combination allows our clients to work with a team that values consistency but isn’t afraid to think outside of the box and enjoy the benefits of our collaborative approach. Working with B3, you have the best of both worlds - experience and innovation.

We are committed to building long-term relationships with our clients and seek to work with them as they find balance in their financial and personal lives. When we work with clients, it’s not merely transactional; it’s personal. Contact us today to learn more.

Securities offered through LPL Financial, Member SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management, DBA B3 Wealth Strategies, a registered investment advisor. Financial Advocates Investment Management, B3 Wealth Strategies and LPL Financial are separate entities.

www.SIPC.org

For a list of states in which we are registered to conduct securities business, visit our website at: www.b3wealthstrategies.com

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness

Find B3 Wealth Strategies employees' phone numbers or email addresses

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

Contact profiles from B3 Wealth Strategies

Name

Title

Contact Info

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. The company's main headquarters is located in 11245 Southeast 6th Street Building b, Suite 120. 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 December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, 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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