BCU WEALTH ADVISORS, LLC
CRD #164173 SEC #801-81122 VERNON HILLS, IL 847-932-8007
SEC Registered
Total AUM
$535M
Discretionary
$535M
Employees
17
Clients
101
Accounts
1,899
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $535M | $535M | $0 | 17 | 43 |
| Mar 2025 | $535M | $535M | $0 | 17 | 43 |
| Feb 2025 | $535M | $535M | $0 | 17 | 43 |
| Dec 2024 | $449.9M | $449.9M | $0 | 17 | 23 |
| Oct 2024 | $449.9M | $449.9M | $0 | 17 | 23 |
| May 2024 | $449.9M | $449.9M | $0 | 17 | 23 |
| Apr 2024 | $345.8M | $345.8M | $0 | 17 | 122 |
| Mar 2024 | $345.8M | $345.8M | $0 | 17 | 122 |
| Nov 2023 | $395M | $395M | $0 | 17 | 70 |
| Oct 2023 | $395M | $395M | $0 | 17 | 70 |
| Jul 2023 | $395M | $395M | $0 | 17 | 70 |
| May 2023 | $395M | $395M | $0 | 17 | 70 |
| Apr 2023 | $395M | $395M | $0 | 17 | 70 |
| Feb 2023 | $395M | $395M | $0 | 17 | 70 |
| Feb 2023 | $395M | $395M | $0 | 17 | 70 |
| Nov 2022 | $401.2M | $401.2M | $0 | 15 | 69 |
| Oct 2022 | $401.2M | $401.2M | $0 | 15 | 69 |
| Oct 2022 | $401.2M | $401.2M | $0 | 15 | 69 |
| Jul 2022 | $401.2M | $401.2M | $0 | 15 | 69 |
| May 2022 | $401.2M | $401.2M | $0 | 15 | 69 |
| Feb 2022 | $401.2M | $401.2M | $0 | 15 | 69 |
| Oct 2021 | $307.2M | $307.2M | $0 | 14 | 43 |
| Aug 2021 | $307.2M | $307.2M | $0 | 14 | 43 |
| Jun 2021 | $307.2M | $307.2M | $0 | 14 | 43 |
| Feb 2021 | $307.2M | $307.2M | $0 | 14 | 43 |
| Nov 2020 | $258.4M | $258.4M | $0 | 15 | 35 |
| Oct 2020 | $258.4M | $258.4M | $0 | 15 | 35 |
| Jun 2020 | $258.4M | $258.4M | $0 | 15 | 35 |
| Mar 2020 | $258.4M | $258.4M | $0 | 15 | 35 |
| Feb 2020 | $258.4M | $258.4M | $0 | 15 | 35 |
| Mar 2019 | $208.1M | $208.1M | $0 | 13 | 35 |
| Oct 2018 | $198M | $198M | $0 | 12 | 15 |
| Oct 2018 | $198M | $198M | $0 | 12 | 15 |
| Aug 2018 | $198M | $198M | $0 | 12 | 15 |
| Jul 2018 | $198M | $198M | $0 | 12 | 15 |
| Jun 2018 | $198M | $198M | $0 | 12 | 15 |
| May 2018 | $198M | $198M | $0 | 12 | 15 |
| Mar 2018 | $198M | $198M | $0 | 12 | 15 |
| May 2017 | $156M | $156M | $0 | 11 | 300 |
| Mar 2017 | $156M | $156M | $0 | 11 | 300 |
| Mar 2016 | $122.4M | $122.4M | $0 | 11 | 300 |
| Feb 2016 | $103.5M | $103.5M | $0 | 9 | 200 |
| Mar 2015 | $103.5M | $103.5M | $0 | 9 | 200 |
| Mar 2015 | $103.5M | $103.5M | $0 | 9 | 200 |
DateOct 2025
Total AUM$535M
Discretionary$535M
Non-Disc.$0
Employees17
Clients43
DateMar 2025
Total AUM$535M
Discretionary$535M
Non-Disc.$0
Employees17
Clients43
DateFeb 2025
Total AUM$535M
Discretionary$535M
Non-Disc.$0
Employees17
Clients43
DateDec 2024
Total AUM$449.9M
Discretionary$449.9M
Non-Disc.$0
Employees17
Clients23
DateOct 2024
Total AUM$449.9M
Discretionary$449.9M
Non-Disc.$0
Employees17
Clients23
DateMay 2024
Total AUM$449.9M
Discretionary$449.9M
Non-Disc.$0
Employees17
Clients23
DateApr 2024
Total AUM$345.8M
Discretionary$345.8M
Non-Disc.$0
Employees17
Clients122
DateMar 2024
Total AUM$345.8M
Discretionary$345.8M
Non-Disc.$0
Employees17
Clients122
DateNov 2023
Total AUM$395M
Discretionary$395M
Non-Disc.$0
Employees17
Clients70
DateOct 2023
Total AUM$395M
Discretionary$395M
Non-Disc.$0
Employees17
Clients70
DateJul 2023
Total AUM$395M
Discretionary$395M
Non-Disc.$0
Employees17
Clients70
DateMay 2023
Total AUM$395M
Discretionary$395M
Non-Disc.$0
Employees17
Clients70
DateApr 2023
Total AUM$395M
Discretionary$395M
Non-Disc.$0
Employees17
Clients70
DateFeb 2023
Total AUM$395M
Discretionary$395M
Non-Disc.$0
Employees17
Clients70
DateFeb 2023
Total AUM$395M
Discretionary$395M
Non-Disc.$0
Employees17
Clients70
DateNov 2022
Total AUM$401.2M
Discretionary$401.2M
Non-Disc.$0
Employees15
Clients69
DateOct 2022
Total AUM$401.2M
Discretionary$401.2M
Non-Disc.$0
Employees15
Clients69
DateOct 2022
Total AUM$401.2M
Discretionary$401.2M
Non-Disc.$0
Employees15
Clients69
DateJul 2022
Total AUM$401.2M
Discretionary$401.2M
Non-Disc.$0
Employees15
Clients69
DateMay 2022
Total AUM$401.2M
Discretionary$401.2M
Non-Disc.$0
Employees15
Clients69
DateFeb 2022
Total AUM$401.2M
Discretionary$401.2M
Non-Disc.$0
Employees15
Clients69
DateOct 2021
Total AUM$307.2M
Discretionary$307.2M
Non-Disc.$0
Employees14
Clients43
DateAug 2021
Total AUM$307.2M
Discretionary$307.2M
Non-Disc.$0
Employees14
Clients43
DateJun 2021
Total AUM$307.2M
Discretionary$307.2M
Non-Disc.$0
Employees14
Clients43
DateFeb 2021
Total AUM$307.2M
Discretionary$307.2M
Non-Disc.$0
Employees14
Clients43
DateNov 2020
Total AUM$258.4M
Discretionary$258.4M
Non-Disc.$0
Employees15
Clients35
DateOct 2020
Total AUM$258.4M
Discretionary$258.4M
Non-Disc.$0
Employees15
Clients35
DateJun 2020
Total AUM$258.4M
Discretionary$258.4M
Non-Disc.$0
Employees15
Clients35
DateMar 2020
Total AUM$258.4M
Discretionary$258.4M
Non-Disc.$0
Employees15
Clients35
DateFeb 2020
Total AUM$258.4M
Discretionary$258.4M
Non-Disc.$0
Employees15
Clients35
DateMar 2019
Total AUM$208.1M
Discretionary$208.1M
Non-Disc.$0
Employees13
Clients35
DateOct 2018
Total AUM$198M
Discretionary$198M
Non-Disc.$0
Employees12
Clients15
DateOct 2018
Total AUM$198M
Discretionary$198M
Non-Disc.$0
Employees12
Clients15
DateAug 2018
Total AUM$198M
Discretionary$198M
Non-Disc.$0
Employees12
Clients15
DateJul 2018
Total AUM$198M
Discretionary$198M
Non-Disc.$0
Employees12
Clients15
DateJun 2018
Total AUM$198M
Discretionary$198M
Non-Disc.$0
Employees12
Clients15
DateMay 2018
Total AUM$198M
Discretionary$198M
Non-Disc.$0
Employees12
Clients15
DateMar 2018
Total AUM$198M
Discretionary$198M
Non-Disc.$0
Employees12
Clients15
DateMay 2017
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees11
Clients300
DateMar 2017
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees11
Clients300
DateMar 2016
Total AUM$122.4M
Discretionary$122.4M
Non-Disc.$0
Employees11
Clients300
DateFeb 2016
Total AUM$103.5M
Discretionary$103.5M
Non-Disc.$0
Employees9
Clients200
DateMar 2015
Total AUM$103.5M
Discretionary$103.5M
Non-Disc.$0
Employees9
Clients200
DateMar 2015
Total AUM$103.5M
Discretionary$103.5M
Non-Disc.$0
Employees9
Clients200