A complete list of active advisors currently associated with BCU Wealth Advisors, LLC

Warmer can help you find a great advisor at BCU Wealth Advisors, LLC or one who fits your needs even better.

BCU Wealth Advisors provides investment management and financial planning primarily to individuals, high net worth individuals, trusts, estates, and charitable organizations. Services described in the brochure include a wrap-fee portfolio management program, model-based allocations, and a range of planning modules such as retirement, tax, estate, education, and equity compensation planning. The firm combines internal portfolio managers with selected institutional managers and model portfolios from Dimensional and BlackRock, and describes the use of core‑and‑satellite, passive and active strategies as well as ESG options. Its wrap program absorbs transaction costs and typically grants discretionary authority to managers; the brochure also notes that active strategies may use derivative instruments and that client performance reporting is received via a third‑party feed (Black Diamond) that the firm does not independently validate. BCU Wealth Advisors is notable in the brochure for supporting a relatively large client base with a compact advisory team and multiple branch locations — the filing reports roughly 807 clients supported by three advisors, portfolio management centralized at the main office, 17 offices, and $547,169,958 in wrap program assets as of December 31, 2025. The brochure also discloses the firm’s custodial and platform relationship with LPL Financial, including receipt of practice‑support services, and identifies the firm as the sponsor of a wrap fee program rather than solely an introducer to third‑party wrap platforms.

To learn more about the advisors currently working at BCU Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.