# BCU WEALTH ADVISORS, LLC

BCU WEALTH ADVISORS, LLC of VERNON HILLS, IL is an SEC-registered investment adviser.

## Registration

- CRD: 164173
- Type: SEC-registered investment adviser
- SEC file number: 801-81122
- Location: 300 N. MILWAUKEE AVENUE, VERNON HILLS, IL, 60061
- Phone: 847-932-8007
- Latest filing: 2026-07-08
- Regulatory AUM: $653.6M
- Discretionary AUM: $653.6M
- Clients: 17
- Accounts: 2,051

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (19)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164173/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164173/similar
- Related entities: https://search.stillhousedata.com/firm/164173/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164173

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.