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, SEC-registered registered investment adviser organized as an LLC and in business since 2015. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, manager selection, and educational workshops. Its fee model combines asset-based fees and fixed-fee engagements. The firm identifies itself as a capital allocator and indicates that environmental, social and governance considerations factor into its investment process.
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
Mathew 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 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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