The BCU WEALTH ADVISORS, LLC is a privately held investment adviser that advises $653.58mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. BCU WEALTH ADVISORS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 112.75% over the last 5-years.
The Group has been registered with the SEC for 11.39 years and is comprised of 1 filing and 0 relying advisers. They operate out of 18 office locations with their Headquarters at 300 N. MILWAUKEE AVENUE, VERNON HILLS, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 17 employees comprised of 3 investment and 14 non-investment staff. The total number of Employees increased by 21.43% over the last 5-years.
Their $653.58mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $343.42mn or 52.54% of Total Assets and Individuals own $310.16mn or 47.46% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
BCU WEALTH ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.