BRUESKE ADVISORY SERVICES, LLC
B60
CRD 300689·SEC 801-116893·BELLEVUE, WA
AUM
$35.8M
$25M-$100M
Est. Revenue
$358K
@ 1% on AUM
Est. EBITDA
$107K
@ 30% margin
Est. Deal Value
$859K
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $245.1M
'21 · $264.6M
'22 · $348.7M
'23 · $394.9M
'25 · $455.7M
'26 · $35.8M
'20'26
$245.1M → $35.8M▼ -85%
Operations
Advisory staff (5-yr trend)
'20 · 5 advisors
'21 · 3 advisors
'22 · 3 advisors
'23 · 3 advisors
'25 · 3 advisors
'26 · 3 advisors
'20'26
5 advisors → 3 advisors▼ -40%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
11245 SE 6TH STREETBUILDING B, SUITE 120BELLEVUE, WA 98004
Business
11245 SE 6TH STREETBUILDING B, SUITE 120BELLEVUE, WA 98004
Edgar Recent Filings
13F-HR2026-02-12 · 0002085853-26-000258
13F-HR2025-10-31 · 0002085853-25-000203