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 investment adviser (registered in 2015) organized as an LLC. The firm serves primarily individual and family clients and combines financial planning with portfolio management for individuals and small businesses. It also offers selection-of-other-advisers services and runs educational seminars and workshops. BCU operates as a capital allocator and reports an active ESG investing stance. Its fee arrangements include percentage-of-AUM and fixed-fee engagements.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$307M in ETFs
15%
$44.8M
83%
$262M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $142M | 3,194,584 | 46.26% |
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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