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BCU WEALTH ADVISORS, LLC
BCU WEALTH ADVISORS, LLC (CRD# 164173) is an SEC-Registered Investment Advisor (RIA), headquartered in Vernon Hills, IL. The SEC approved the firm to operate as an RIA in Mar 2015. In Oct 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $198.0 Million, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
BCU WEALTH ADVISORS, LLC also reported in Oct 2018:
  • 12 employees, with 2 performing advisory functions.
  • A total of 17 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
BCU WEALTH ADVISORS, LLC has no disclosure events reported to the SEC at this time.
 

View BCU WEALTH ADVISORS, LLC's most recent Form ADV filing
 


BCU WEALTH ADVISORS, LLC has Notice Filings with the following State Securities Authorities: CA-Mar 2015, CO-Mar 2018, FL-Feb 2016, IL-Mar 2015, LA-Mar 2015 , MA-Mar 2015, MN-Mar 2015, MO-Mar 2018, OH-Mar 2018, PA-Mar 2018 , TX-Mar 2015, VA-Mar 2018, WI-Mar 2015

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.