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Bcu Wealth Advisors, LLC

● SEC registered since 2015CRD 164173SEC# 801-81122Vernon Hills, IL
Export (members)
Reg. AUM
$535M
Employees
17
Accounts
1,899
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 $535 million in regulatory assets under management and employs 17 people.
www.uhgcu.org/waView on SEC.gov ↗

Bcu Wealth Advisors, LLC owners & executives

7 reported
NameTitleOwnershipSince
Baxter Credit Union ControlUnit HolderOver 75%2012
Charles Edward Smith ControlBoard Member/TreasurerUnder 5%2012
David Blum ControlBoard ChairmanUnder 5%2021
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Frequently asked questions

How much does Bcu Wealth Advisors, LLC manage?

Bcu Wealth Advisors, LLC reports $535 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

Address300 N. Milwaukee Avenue, Vernon Hills, IL 60061
Phone847-932-8007
Office hours8:00 a.m. - 4:30 p.m. Ct
SEC regionChicago Regional Office (CHRO)
CIK2003570
Discloses disciplinary historyNo

Assets under management

Discretionary$535M
Non-discretionary$0
Total (RAUM)$535M