CRD: 164173
BCU Wealth Advisors, LLC
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Request a Free TrialFirm Details
- Custodian
- LPL Financial ยท Vanguard
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between October 22, 2025 and July 8, 2026, reported AUM increased 22.2%, from $535.0M to $653.6M.
Across 5 reported observations, AUM increased 62.9% between November 3, 2022 and July 8, 2026, from $401.2M to $653.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 913 clients, or 304.3 clients per representative. That equates to $715.9K in reported AUM per client.
The profile lists 3 reported office locations and 14 years in operation. The source data was last updated on September 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full BCU Wealth Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
BCU Wealth Advisors, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
BCU Wealth Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.