BCU WEALTH ADVISORS, LLC of VERNON HILLS, IL is an SEC-registered investment adviser (CRD 164173). Regulatory assets under management: $653.6M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| David Blum | BOARD CHAIRMAN | New York, NY |
| Charles Edward Smith | BOARD MEMBER/TREASURER | Fair Oaks Ranch, TX |
| Smith Edward | BOARD MEMBER/TREASURER | Norwalk, CT |
| John S Sahagian | BOARD MEMBER | — |
| Scott Leonard Comeau | CHIEF COMPLIANCE OFFICER | — |
| Jill Sammons | BOARD MEMBER | — |
| Kristi Lynn Mertens | BOARD MEMBER | — |
| MOORE THOMAS GERARD | CHAIRMAN | — |
| WATSON STEVEN THOMAS | PRESIDENT/CHIEF COMPLIANCE OFFICER/BOARD MEMBER | — |
| ORR RICHARD ALLAN | BOARD MEMBER/INVESTMENT ADVISER REPRESENTATIVE | — |
| DRYFHOUT KENNETH SCOTT | BOARD MEMBER; BOARD MEMBER (01/2015)/CHIEF COMPLIANCE OFFICER (05/2018) | — |
| DIMON CHARLES LOUIS | CHIEF COMPLIANCE OFFICER | — |
| REYNOLDS DOUGLAS DARLINGTON | MANAGING DIRECTOR/BOARD MEMBER | — |
| COMEAU SCOTT LEONARD | CHIEF COMPLIANCE OFFICER | — |
| Price Carey | BOARD MEMBER | — |
| Blum David | BOARD CHAIRMAN; BOARD MEMBER | — |
| Sahagian John S | BOARD MEMBER | — |
| Sammons Jill | BOARD MEMBER | — |
| MERTENS KRISTI LYNN | BOARD MEMBER | — |