CHICAGO–BCU Wealth Advisors, the investment services affiliate of BCU, has surpassed $1 billion in brokerage and advisory assets served, according to an announcement by the credit union.
BCU said the milestone was reached May 6, 2026, and reflects the growth of its wealth management program and demand among members for personalized financial planning and investment services.
BCU Wealth Advisors LLC is a wholly owned credit union service organization (CUSO) subsidiary of BCU that provides access to financial professionals offering investment strategies, financial planning and wealth management services.
‘Strength of the Relationships’
“This achievement reflects the strength of the relationships we’ve built with our members and clients, and the exceptional work of our leadership and team embracing a holistic approach to financial services,” said David Blum, executive vice president of relationships and service delivery at BCU and chairman of the BCU Wealth Advisors board of managers.
“Our goal has always been to empower members to make confident financial decisions, and this milestone underscores that commitment,” Blum added.
According to BCU, the wealth management program primarily serves individuals, high-net-worth individuals and their families, offering financial strategies tailored to their needs and long-term goals.
About the Credit Union
BCU reported it has more than $6.5 billion in assets and serves more than 370,000 members nationwide.
