Bcu Wealth Advisors, LLC
● SEC registered since 2015CRD 164173SEC# 801-81122Vernon Hills, IL
Reg. AUM
$653.6M
Employees
17
Accounts
2,051
Location
Vernon Hills, IL
Bcu Wealth Advisors, LLC assets under management
Bcu Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Vernon Hills, IL. The firm has been registered since 2015. It reports $653.6 million in regulatory assets under management and employs 17 people.
Bcu Wealth Advisors, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Baxter Credit Union Control | Unit Holder | Over 75% | 2012 |
| Charles Edward Smith Control | Board Member/Treasurer | Under 5% | 2012 |
| David Blum Control | Board Chairman | Under 5% | 2021 |
| Jill Sammons Control | Board Member | Under 5% | 2021 |
| John S Sahagian Control | Board Member | Under 5% | 2021 |
| Kristi Lynn Mertens Control | Board Member | Under 5% | 2022 |
| Scott Leonard Comeau Control | Chief Compliance Officer | Under 5% | 2018 |
Frequently asked questions
How much does Bcu Wealth Advisors, LLC manage?
Bcu Wealth Advisors, LLC reports $653.6 million in regulatory assets under management on its Form ADV.
How many employees does Bcu Wealth Advisors, LLC have?
Bcu Wealth Advisors, LLC reports 17 employees.
Where is Bcu Wealth Advisors, LLC located?
Bcu Wealth Advisors, LLC is based in Vernon Hills, IL and has been SEC-registered since 2015.
Does Bcu Wealth Advisors, LLC disclose fund performance?
Bcu Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 300 N. Milwaukee Avenue, Vernon Hills, IL 60061 |
| Phone | 847-932-8007 |
| Office hours | 8:00 a.m. - 4:30 p.m. Ct |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2003570 |
| Discloses disciplinary history | No |
Regulatory AUM
$653.6M▲ 22%
Feb '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,306 advisers
EmployeesTop 28%
More than 72% of 16,824 advisers
Assets under management
$653.6Mregulatory AUM
Discretionary $653.6M