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, LLC provides portfolio management, financial planning, and investment consultation to individuals, high‑net‑worth clients, trusts, estates, and charitable organizations. As of December 31, 2025 the firm reported about $653.6 million in discretionary assets under management, approximately $547.2 million of which is managed through its wrap fee program, and it serves roughly 870 clients with a team of 15 advisors. The firm typically implements a core‑plus‑satellite approach and uses third‑party managers and model portfolios from providers such as Dimensional and BlackRock, including Target Allocation and ESG ETF series, alongside customized strategies when appropriate. Wrap program accounts are custodied at LPL Financial, receive performance and evaluation reports via Black Diamond (which the firm distributes but does not independently validate), and may include actively managed positions and ETFs/ETNs that can involve derivative instruments. Compared with many peers, BCU Wealth Advisors operates a substantial wrap fee program that absorbs transaction costs for participating accounts and represents a large share of its AUM, a structure the brochure notes can create conflicts that the firm seeks to mitigate through fiduciary oversight and monitoring. The firm’s affiliation as a credit union subsidiary, use of institutional managers, presence of dually registered representatives, and coordination of communications or educational sessions for clients further differentiate its service model from other team firms.
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.
You can also browse BCU Wealth Advisors, LLC's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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