CRD: 164173
BCU Wealth Advisors, LLC
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- Custodian
- LPL Financial ยท Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-30-2012
- Office Locations
- 3
Office Locations
About BCU Wealth Advisors, LLC
BCU Wealth Advisors, LLC is a BCU credit union subsidiary providing customized wealth management and strategic financial planning for high net-worth individuals. As an SEC-registered RIA separate from LPL Financial, it helps clients select appropriate products and asset managers for their goals, with insurance and brokerage services offered through LPL. Operates in a credit union referral model with disclosed referral compensation/conflict.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
David Blum
Executive Vice President
- CRD
- --
- Ownership
- Less than 5%
Scott Leonard Comeau
Chief Compliance Officer, Senior Manager
- CRD
- #4261244
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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JOHN TODD ANDERSON
Financial Advisor
- CRD
- #1866885
CASEY A BLOOMER
Client Service Associate
- CRD
- #6443400
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $653,584,277 | $318,666 |
| Non-Discretionary | $0 | -- |
| Total | $653,584,277 | $318,666 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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