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 organized as an LLC and SEC-registered since 2015. The firm serves individuals and families, acting as a capital allocator and as a selector of third-party advisers rather than operating as a single-manager shop. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of external managers, and educational seminars and workshops. Fee arrangements include asset-based fees and fixed fees. The firm identifies as an active ESG investor.
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 19
Edwin Watson
Associate DirectorCRD 4448255
Bryan Farrissey
Investment Advisor RepresentativeCRD 4484959
Scott Comeau
Director, CCOCRD 4261244
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$299M in ETFs
16%
$46.3M
82%
$252M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $135M | 3,033,037 | 45.03% |
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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