Bcr Wealth Strategies
Bcr Wealth Strategies is an SEC-registered wealth manager in Vestavia, AL with $528.1M assets under management (AUM, regulatory AUM), +31% over one year. See who owns Bcr Wealth Strategies: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 119670, SEC 801-61015, data through 2026-01-22.
- AUM (assets under management / regulatory AUM)
- $528.1M (2026-01-22)
- Firm type
- Wealth Manager
- Location
- Vestavia, AL
- Employees
- 11
- Clients
- 362
- CRD
- 119670
- Ownership
- BERK, NORMAN, MARK; PETROFSKY, ANDREW, DAVID; CLEVELAND, SANDRA, MITCHELL; RATHMELL, MARSHALL, PETER; Clayton, Kristie, M
How much AUM does Bcr Wealth Strategies have?
Bcr Wealth Strategies reported $528.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-22).
Who owns Bcr Wealth Strategies?
Disclosed owners and executives of Bcr Wealth Strategies include BERK, NORMAN, MARK, PETROFSKY, ANDREW, DAVID, CLEVELAND, SANDRA, MITCHELL, RATHMELL, MARSHALL, PETER, Clayton, Kristie, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.