Bcu Wealth Advisors, Llc
- Regulatory AUM
- $654M
- Discretionary
- $654M
- Clients
- 870
- Avg AUM / client
- $751K
- Accounts
- 2,051
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Jul 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 739 | $310M | 47.5% |
| High net worth individuals | 131 | $343M | 52.5% |
People (19)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Smith, Charles, Edward | Board Member/Treasurer | Nov 2012 (14y) | Less than 5% | |
| Kristi Lynn Mertens | Board Member | CFP | Apr 2014 (12y) | Less than 5% |
| Scott Leonard Comeau | Chief Compliance Officer | Jul 2018 (8y) | Less than 5% | |
| Blum, David | Board Chairman | Oct 2021 (5y) | Less than 5% | |
| Sahagian, John, S | Board Member | Oct 2021 (5y) | Less than 5% | |
| Sammons, Jill | Board Member | Oct 2021 (5y) | Less than 5% | |
| Edwin Thomas Watson | Registered representative | CFP | Jul 2012 (14y) | |
| Bryan Patrick Farrissey | Registered representative | CFP | Mar 2013 (13y) | |
| John Todd Anderson | Registered representative | Mar 2013 (13y) | ||
| Heather M. Wright | Registered representative | CFP | Jul 2017 (9y) | |
| Jonathan David Wylie | Registered representative | CFP | May 2018 (8y) | |
| Amanda Elizabeth Link | Registered representative | Jan 2020 (7y) | ||
| William James Luzzo | Registered representative | Dec 2021 (5y) | ||
| Mathew Peter Douvikas | Registered representative | Sep 2022 (4y) | ||
| James Hagen | Registered representative | Feb 2023 (3y) | ||
| Chad Gregory Codak | Registered representative | Jul 2023 (3y) | ||
| Luis Ernesto Garcia Estrada | Registered representative | Feb 2024 (2y) | ||
| Keaton Marie Messerschmidt | Registered representative | Jan 2026 (1y) | ||
| Casey A Bloomer | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Baxter Credit Union | Unit Holder | Mar 2012 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/08/2026 | 961 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- LPL Financial $654M (100% of AUM) Jul 2026
- TD Ameritrade $395M (100% of AUM) Nov 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 08, 2026.
View current Form ADV (SEC/IAPD) ↗