{
  "crd_number": 164173,
  "slug": "bcu-wealth-advisors-llc-vernon-hills-il-164173",
  "primary_business_name": "BCU WEALTH ADVISORS, LLC",
  "legal_name": "BCU WEALTH ADVISORS, LLC",
  "dbas": [],
  "city": "Vernon Hills",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-03-12",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-09-02",
  "carried_forward": false,
  "raum_total": 653584277.0,
  "raum_discretionary": 653584277.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 17,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 310162507.0,
      "count": 739
    },
    "high_net_worth_individuals": {
      "raum": 343421770.0,
      "count": 131
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "IL",
    "IN",
    "LA",
    "MA",
    "MI",
    "MN",
    "MS",
    "NC",
    "NY",
    "OH",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WI"
  ],
  "websites": [
    "https://bcuwa.com",
    "https://bcuwa.org",
    "https://bcuwealthadvisers.com",
    "https://bcuwealthadvisers.org",
    "https://bcuwealthadvisors.com",
    "https://bcuwealthadvisors.org",
    "https://geicocu.org/wa",
    "https://hcahealthcarecu.org/wa",
    "https://linkedin.com/company/bcu-wealth-advisors-llc",
    "https://targetcu.org/wa",
    "https://uhgcu.org/wa"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164173",
  "city_as_filed": "VERNON HILLS",
  "url": "https://advisorcensus.com/firm/bcu-wealth-advisors-llc-vernon-hills-il-164173",
  "display_name": "BCU Wealth Advisors, LLC",
  "summary": "BCU Wealth Advisors, LLC is an SEC-registered investment advisory firm in Vernon Hills, IL, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 2, 2026.",
  "citation": "AdvisorCensus. BCU Wealth Advisors, LLC (CRD 164173): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is BCU Wealth Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), BCU Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is BCU Wealth Advisors, LLC located?",
      "a": "BCU Wealth Advisors, LLC's principal office is in Vernon Hills, IL, according to its Form ADV; the October 2026 filing also lists 17 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is BCU Wealth Advisors, LLC registered with the SEC or a state?",
      "a": "BCU Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 164173."
    },
    {
      "q": "How much does BCU Wealth Advisors, LLC manage?",
      "a": "BCU Wealth Advisors, LLC reports $653,584,277 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (100% discretionary)."
    },
    {
      "q": "How have BCU Wealth Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for BCU Wealth Advisors, LLC: Regulatory assets under management: $307,211,897 in the October 2021 data and $653,584,277 in the October 2026 data, up 113%. Total employees: 14 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does BCU Wealth Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (739); high net worth individuals (131)."
    },
    {
      "q": "Which custodians does BCU Wealth Advisors, LLC use?",
      "a": "BCU Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does BCU Wealth Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/164173"
    },
    {
      "q": "What changed in BCU Wealth Advisors, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $534,972,633 to $653,584,277 (+22%). Added an office in Golden Valley, MN. Added an office in Lake Zurich, IL. No longer lists an office in Cypress, CA. Registered or notice-filed in NY, OR, SC, VA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 307211897.0,
      "total_employees": 14,
      "filing_date": "2021-08-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 401235961.0,
      "total_employees": 15,
      "filing_date": "2022-07-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 395001648.0,
      "total_employees": 17,
      "filing_date": "2023-07-01"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 449891357.0,
      "total_employees": 17,
      "filing_date": "2024-05-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 534972633.0,
      "total_employees": 17,
      "filing_date": "2025-03-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 653584277.0,
      "total_employees": 17,
      "filing_date": "2026-09-02"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $534,972,633 to $653,584,277 (+22%).",
        "Added an office in Golden Valley, MN.",
        "Added an office in Lake Zurich, IL.",
        "No longer lists an office in Cypress, CA.",
        "Registered or notice-filed in NY, OR, SC, VA."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in NH."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/bcu-wealth-advisors-llc-vernon-hills-il-164173.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 739,
      "fewer_than_5": false,
      "raum": 310162507.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 131,
      "fewer_than_5": false,
      "raum": 343421770.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164173",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}