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| Happy Holidays!! thanks for using AUM13F!! |
| BCU Wealth Advisors LLC
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|---|---|
| CRD # | 164173 |
| SEC # | 801-81122 |
| CIK # | 0002003570 |
| AUM | $535.0 M (2025-03-07) |
| Employees | 17 (18% Investors, 65% Brokers) |
| Phone | 847-932-8007 |
| Address | 300 N Milwaukee Avenue Vernon Hills, IL 60061 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AbbVie Inc | 0.9 | ||
| CVS Caremark Corp | 0.7 | ||
| Coca Cola Co | 0.6 | ||
| Abbott Laboratories | 0.6 | ||
| Baxter International Inc | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 707 | 276.2 |
| (b) Individuals (high net worth individuals) | 100 | 258.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,899 | 535.0 |
| By Discretionary | ||
| Discretionary | 1,899 | 535.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,899 | 535.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 535.0 | |
| Total | 1,899 | 535.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002003570] |
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|---|---|---|
|
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✚
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VT | 0.5 |
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5C Capital Management LLC
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NJ | 0.5 |
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Precedent Wealth Partners LLC
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TX | 0.5 |
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Northwest Quadrant LLC
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OR | 0.5 |
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Iron Horse Wealth Management LLC
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IA | 0.5 |
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Nicollet Investment Management Inc
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MN | 0.5 |
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Hudson Value Partners LLC
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FL | 0.5 |
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Trunorth Capital Management LLC
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|
MI | 0.5 |
|
Wise Planning Inc
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|
0.5 | |
|
Global Wealth Management Investment Advisory Inc
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FL | 0.5 |