# BCU Wealth Advisors, LLC

> 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.

- CRD: 164173
- Filed as: BCU WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Vernon Hills, IL
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164173
- AdvisorCensus page: https://advisorcensus.com/firm/bcu-wealth-advisors-llc-vernon-hills-il-164173

## Quick answers

**How is BCU Wealth Advisors, LLC compensated?**
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).

**Where is BCU Wealth Advisors, LLC located?**
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).

**Is BCU Wealth Advisors, LLC registered with the SEC or a state?**
BCU Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 164173.

**How much does BCU Wealth Advisors, LLC manage?**
BCU Wealth Advisors, LLC reports $653,584,277 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (100% discretionary).

**How have BCU Wealth Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does BCU Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (739); high net worth individuals (131).

**Which custodians does BCU Wealth Advisors, LLC use?**
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.

**Does BCU Wealth Advisors, LLC report any disciplinary disclosures?**
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

**What changed in BCU Wealth Advisors, LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $653,584,277
- Discretionary: $653,584,277
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 739 | $310,162,507 |
| High net worth individuals | 131 | $343,421,770 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2015 (11 years)
- Employees: 17 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, FL, GA, IL, IN, LA, MA, MI, MN, MS, NC, NY, OH, OR, PA, SC, TN, TX, VA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Brooklyn Park, MN
- Cleveland, MS
- Crystal Lake, IL
- Deerfield, IL
- Dublin, OH
- Eden Prairie, MN
- Golden Valley, MN
- Gurnee, IL
- Lake Zurich, IL
- Libertyville, IL
- Maple Grove, MN
- Marlborough, MA
- Minneapolis, MN
- Minnetonka, MN
- Round Lake, IL
- Santa Ana, CA
- Spencer, IN

### Websites listed on Form ADV (Item 1.I)
- bcuwa.com
- bcuwa.org
- bcuwealthadvisers.com
- bcuwealthadvisers.org
- bcuwealthadvisors.com
- bcuwealthadvisors.org
- geicocu.org/wa
- hcahealthcarecu.org/wa
- targetcu.org/wa
- uhgcu.org/wa
- LinkedIn @bcu-wealth-advisors-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $307,211,897 | 14 | August 3, 2021 |
| October 2022 | $401,235,961 | 15 | July 29, 2022 |
| October 2023 | $395,001,648 | 17 | July 1, 2023 |
| October 2024 | $449,891,357 | 17 | May 23, 2024 |
| October 2025 | $534,972,633 | 17 | March 7, 2025 |
| October 2026 | $653,584,277 | 17 | September 2, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- 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.

### January 2026
- No longer registered or notice-filed in NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BCU Wealth Advisors, LLC (CRD 164173): Form ADV filing data as of October 2026.