BCU WEALTH ADVISORS, LLC
Firm details
- Headquarters
- VERNON HILLS, Illinois
- CRD number
- 164173
- Registered since
- March 12, 2015
- Website
- www.bcu.org
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI52.54%
- Individuals47.46%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
BCU Wealth Advisors, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2015. The firm targets individual and family clients and operates as a capital allocator, combining fee models that include a percentage of assets under management and fixed fees. Core advisory services emphasized in filings are financial planning, portfolio management for individuals and small businesses, selection and oversight of other advisers, and educational seminars or workshops. The firm identifies as an active ESG investor and uses third-party managers as part of its allocation approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities10%
- Non-Investment Grade Corp Bonds2%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Contacts
3 of 20MATHEW DOUVIKAS
Client AssociateCRD 4262342
KEATON MESSERSCHMIDT
Registered RepresentativeCRD 7111469
KRISTI MERTENS
Managing DirectorCRD 4789908
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$266M in ETFs
16%
$42M
82%
$224M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $119M | 3,058,573 | 44.69% |
Location
VERNON HILLS, IL
LAKE
Location
VERNON HILLS, IL
Headquartered in VERNON HILLS, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- LAKE
- Address
- 300 N Milwaukee Ave
- Time zone
- CT (UTC-6)
- Office locations
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