Bcu Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Vernon Hills, IL. Its latest Form ADV filing, dated February 3, 2026, reports $654M in regulatory assets under management, 17 employees, 17 offices, and 2,051 accounts.
Assets Under Management
$654M
Employees
17
Offices
17 offices
Total Clients
870
Primary office
VERNON HILLS, IL
300 N. MILWAUKEE AVENUE, VERNON HILLS, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 84.9% of total clients.
Top client categories% of clientsClients
1
Individuals
84.9%
739
2
HNWI
15.1%
131
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$654Mas of May 26, 2026
Discretionary100.0%
$654M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$654M
Total Accounts2,051
10Y AUM Change+$498M (+319.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee51:1
10Y Employee Change+6 (+54.5%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.