Hedge Fund Database

BCU WEALTH ADVISORS, LLC

Adviser information for BCU WEALTH ADVISORS, LLC last updated from Form ADV on March 4th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Illinois, United States

Employees

Total Number of Employees 17
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 10
Registered State Investment Advisers 14
Licensed Agents of an Insurance Company 14
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,422 $345.8M
Non-Discretionary 0 $0
Total 1,422 $345.8M

Clients

Type Number RAUM
Individuals 569 $191.6M
HNW Individuals 73 $154.2M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 122
No. of Non-U.S. Clients 1
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Educational seminars/workshops
Compensation % of AUMFixed fees

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 0
Both for Same 336.5M
Portfolio Manager to Program Sponsor
WRAP FEE INVESTMENT PROGRAM BCU WEALTH ADVISORS, LLC

Identifiers

SEC RIA File Number 801-81122
SEC ERA File Number 801-81122
SEC CIK Numbers 2003570
SEC CRD Numbers 164173
Legal Entity Identifier None

Principal Office

300 N. MILWAUKEE AVENUE
VERNON HILLS
IL
United States
Monday - Friday, 8:00 AM - 4:30 PM CT
Tel: 847-932-8007, Fax: None

Websites

www.targetcu.org/wa www.uhgcu.org/wa www.bcuwealthadvisors.org www.bcuwa.com www.bcuwealthadvisers.org www.bcuwa.org www.bcuwealthadvisers.com www.bcuwealthadvisors.com www.geicocu.org/wa www.hcahealthcarecu.org/wa www.linkedin.com/company/bcu-wealth-advisors-llc

Chief Compliance Officer

SCOTT COMEAU
300 N MILWAUKEE AVENUE
VERNON HILLS
IL
United States
Tel: 847-932-8007
(Full email address available in API data)

Regulatory Contact

GARY CLAYTON
CONSULTANT
PO BOX 10254
KNOXVILLE
TN
United States
Tel: 865-770-1024
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
BAXTER CREDIT UNION Domestic Entity – UNIT HOLDER 03/2012 > 75%
SMITH, CHARLES, EDWARD Individual – BOARD MEMBER/TREASURER 11/2012 < 5%
COMEAU, SCOTT, LEONARD Individual – CHIEF COMPLIANCE OFFICER 07/2018 < 5%
Blum, David Individual – BOARD CHAIRMAN 10/2021 < 5%
Sahagian, John, S Individual – BOARD MEMBER 10/2021 < 5%
Sammons, Jill Individual – BOARD MEMBER 10/2021 < 5%
MERTENS, KRISTI, LYNN Individual – BOARD MEMBER 07/2022 < 5%

No. Employees, Historic

2010020202021202220232024202515 on 2/11/202015 on 3/25/202015 on 6/25/202015 on 10/1/202015 on 11/3/202014 on 2/4/202114 on 2/4/202114 on 6/9/202114 on 8/3/202114 on 10/22/202115 on 2/22/202215 on 5/31/202215 on 7/29/202215 on 10/14/202215 on 10/31/202215 on 11/3/202217 on 2/13/202317 on 2/15/202317 on 4/24/202317 on 5/24/202317 on 7/1/202317 on 10/9/202317 on 11/2/202317 on 3/4/2024

RAUM, Historic

500M250M0202020212022202320242025258351057 on 2/11/2020258351057 on 3/25/2020258351057 on 6/25/2020258351057 on 10/1/2020258351057 on 11/3/2020307211897 on 2/4/2021307211897 on 2/4/2021307211897 on 6/9/2021307211897 on 8/3/2021307211897 on 10/22/2021401235961 on 2/22/2022401235961 on 5/31/2022401235961 on 7/29/2022401235961 on 10/14/2022401235961 on 10/31/2022401235961 on 11/3/2022395001648 on 2/13/2023395001648 on 2/15/2023395001648 on 4/24/2023395001648 on 5/24/2023395001648 on 7/1/2023395001648 on 10/9/2023395001648 on 11/2/2023345818170 on 3/4/2024

No. Clients, Historic

8004000202020212022202320242025728 on 2/11/2020728 on 3/25/2020728 on 6/25/2020728 on 10/1/2020728 on 11/3/2020638 on 2/4/2021638 on 2/4/2021638 on 6/9/2021638 on 8/3/2021638 on 10/22/2021730 on 2/22/2022730 on 5/31/2022730 on 7/29/2022730 on 10/14/2022730 on 10/31/2022730 on 11/3/2022790 on 2/13/2023790 on 2/15/2023790 on 4/24/2023790 on 5/24/2023790 on 7/1/2023790 on 10/9/2023790 on 11/2/2023642 on 3/4/2024

Holdings

From latest 13F, filed August 1st, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 465K 4K Baxter Credit Union
ABBVIE INC COM 837K 5K Baxter Credit Union
AMAZON COM INC COM 235K 1K Baxter Credit Union
APPLE INC COM 695K 3K Baxter Credit Union
BAXTER INTL INC COM 659K 20K Baxter Credit Union
BLACKROCK ETF TRUST US EQT FACTOR 2M 39K Baxter Credit Union
BLACKROCK ETF TRUST II FLEXIBLE INCOME 588K 11K Baxter Credit Union
COCA COLA CO COM 605K 10K Baxter Credit Union
CVS HEALTH CORP COM 618K 10K Baxter Credit Union
DIMENSIONAL ETF TRUST US REAL ESTATE E 2M 77K Baxter Credit Union
DIMENSIONAL ETF TRUST INTL CORE EQT MK 3M 96K Baxter Credit Union
DIMENSIONAL ETF TRUST EMERGING MKTS CO 5M 171K Baxter Credit Union
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 858K 33K Baxter Credit Union
DIMENSIONAL ETF TRUST INFLATION PROTE 2M 41K Baxter Credit Union
DIMENSIONAL ETF TRUST INTL CORE EQUITY 14M 537K Baxter Credit Union
DIMENSIONAL ETF TRUST US CORE EQT MKT 3M 76K Baxter Credit Union
DIMENSIONAL ETF TRUST US CORE EQUITY 2 58M 2M Baxter Credit Union
DIMENSIONAL ETF TRUST SHORT DURATION F 9M 190K Baxter Credit Union
DIMENSIONAL ETF TRUST CORE FIXED INCOM 6M 155K Baxter Credit Union
ETF SER SOLUTIONS DISTILLATE US 300K 6K Baxter Credit Union
GE AEROSPACE COM NEW 331K 2K Baxter Credit Union
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 338K 5K Baxter Credit Union
INVESCO QQQ TR UNIT SER 1 491K 1K Baxter Credit Union
ISHARES INC CORE MSCI EMKT 679K 13K Baxter Credit Union
ISHARES INC MSCI EMRG CHN 563K 10K Baxter Credit Union
ISHARES TR EAFE GRWTH ETF 2M 16K Baxter Credit Union
ISHARES TR MSCI USA QLT FCT 2M 11K Baxter Credit Union
ISHARES TR 20 YR TR BD ETF 674K 7K Baxter Credit Union
ISHARES TR S&P 500 GRWT ETF 2M 25K Baxter Credit Union
ISHARES TR RUS TP200 GR ETF 307K 1K Baxter Credit Union
ISHARES TR S&P 500 VAL ETF 1M 6K Baxter Credit Union
ISHARES TR CORE S&P500 ETF 5M 10K Baxter Credit Union
ISHARES TR U.S. TECH ETF 804K 5K Baxter Credit Union
ISHARES TR EAFE VALUE ETF 622K 12K Baxter Credit Union
ISHARES TR MBS ETF 1M 15K Baxter Credit Union
ISHARES TR HDG MSCI EAFE 303K 9K Baxter Credit Union
ISHARES TR INVESTMENT GRADE 231K 5K Baxter Credit Union
ISHARES TR CORE DIV GRWTH 284K 5K Baxter Credit Union
ISHARES TR ESG AWR MSCI USA 376K 3K Baxter Credit Union
ISHARES TR JPMORGAN USD EMG 218K 2K Baxter Credit Union
ISHARES TR CORE TOTAL USD 5M 107K Baxter Credit Union
MICROSOFT CORP COM 238K 532 Baxter Credit Union
NVIDIA CORPORATION COM 350K 3K Baxter Credit Union
PHILIP MORRIS INTL INC COM 205K 2K Baxter Credit Union
SELECT SECTOR SPDR TR TECHNOLOGY 201K 890 Baxter Credit Union
VANGUARD SPECIALIZED FUNDS DIV APP ETF 540K 3K Baxter Credit Union
VANGUARD WORLD FD MEGA CAP INDEX 468K 2K Baxter Credit Union