← Tributary

B3 WEALTH STRATEGIES

BELLEVUE, WA · CRD 300689 · IAPD ↗ · 425-974-1145

$35.8MRegulatory AUM
3Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — B3 WEALTH STRATEGIES reported RAUM down 92% ($455.7M -> $35.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.