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BCU WEALTH ADVISORS, LLC

VERNON HILLS, IL · CRD 164173 · IAPD ↗ · targetcu.org · 847-932-8007

$653.6MRegulatory AUM
3Advisory reps
17Employees
43Clients
101-250Planning clients
0Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
August 2026 — BCU WEALTH ADVISORS, LLC changed its website from uhgcu.org to targetcu.org.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
51
March 2026 — BCU WEALTH ADVISORS, LLC notice-filed in NY, OR, SC, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2026 — BCU WEALTH ADVISORS, LLC added office(s): 16 -> 17 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
28
April 2025 — BCU WEALTH ADVISORS, LLC changed its website from targetcu.org to uhgcu.org.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
70
March 2025 — BCU WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($449.9M -> $535.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
64
June 2024 — BCU WEALTH ADVISORS, LLC reported RAUM up 30% ($345.8M -> $449.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2024 — BCU WEALTH ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.