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Building 2B3 WEALTH STRATEGIES

Map pinBELLEVUE, WA
Phone425-974-1145
NotebookSEC #801-116893
Total AUM
$35.8M
Employees
6
Clients
62

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11245 SE 6TH STREET, BUILDING B
SUITE 120
BELLEVUE
WA 98004
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
425-974-1145

ReceiptFinancials

Total AUM
$35.8M
Accounts
82
Discretionary
$35.8M
Accounts
82
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
20
AUM
$3.1M
HNW Individual Clients
42
AUM
$32.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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