BCU WEALTH ADVISORS, LLC

300 N. Milwaukee Avenue
Vernon Hills, Illinois 60061
Tel: 847-932-8007

About BCU WEALTH ADVISORS, LLC

BCU WEALTH ADVISORS, LLC, formally registered with the SEC as BCU WEALTH ADVISORS, LLC. The firm was established in 03/12/2015. They have over 17 offices throughout the country.

BCU WEALTH ADVISORS, LLC is a Vernon Hills, Illinois based Financial Planning firm with nearly $534,972,633 assets under management, offering retirement planning & investment advisory services to 1899 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164173
SEC#	801-81122
Assets Managed by Firm	$534,972,633
No. of Clients	1899
No. of Advisors	17

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1899	$534,972,633
Individuals (other than high net worth individuals)	707	$276,222,866
High net worth individuals	100	$258,749,767

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