← Back to searchVisit website
BCU WEALTH ADVISORS, LLC
CRD 164173 · SEC 801-81122
300 N. MILWAUKEE AVENUE, VERNON HILLS, IL, 60061, United States
Phone
847-932-8007
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$653.6M
Discretionary AUM
$653.6M
Team
17 total employees; 3 advisory reps; 43 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 739 | $310.2M |
| High net worth individuals | 131 | $343.4M |
States served
AZ, CA, CO, GA, IL, IN, LA, MA, MI, MN, MS, NY, NC, OH, OR, PA, SC, TN, VA, WI, TX, FL
All web addresses on file
- HTTP://WWW.BCUWEALTHADVISERS.ORG
- HTTP://WWW.BCUWEALTHADVISERS.COM
- https://www.linkedin.com/company/bcu-wealth-advisors-llc
- https://www.targetcu.org/wa
- HTTP://WWW.BCUWA.COM
- https://www.uhgcu.org/wa
- HTTP://WWW.BCUWA.ORG
- HTTP://WWW.BCUWEALTHADVISORS.ORG
- HTTP://WWW.BCUWEALTHADVISORS.COM
- https://www.geicocu.org/wa
- https://www.hcahealthcarecu.org/wa
Official SEC filing: View on IAPD