BIENVENUE WEALTH LLC
Firm details
- Headquarters
- NEW ORLEANS, Louisiana
- CRD number
- 153313
- Website
- bienvenuewealth.com
- Custodians
- TRADE-PMR INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI84.05%
- Individuals15.83%
- Corporations / Businesses0.11%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Bienvenue Wealth LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individuals and families while also working with some institutional clients. Core services include financial planning and portfolio management for individuals and small businesses. Its fees are charged as a percentage of assets under management and via fixed fees. Bienvenue Wealth does not self-identify as an active ESG investor, does not operate as a multi-state adviser, and does not act as a pension consultant or capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- US Government Bonds30%
- Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1MICHAEL RIVAS
Founder & CEOCRD 2094991
Contacts
1 of 1Sara Sroka
Financial PlannerCRD 7058886
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEW ORLEANS, LA
ORLEANS
Location
NEW ORLEANS, LA
Headquartered in NEW ORLEANS, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- ORLEANS
- Address
- 1100 Poydras St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
DOUCET ASSET MANAGEMENT, LLC
RIANEW ORLEANS, LA
JECOHEN & CO., LLC
RIANEW ORLEANS, LA
EMETH VALUE CAPITAL, LLC
RIANEW ORLEANS, LA
BELLINGRATH WEALTH MANAGEMENT, L.L.C.
RIANEW ORLEANS, LA
CDS JAMES INVESTMENTS, LLC
RIANEW ORLEANS, LA
DUMAINE INVESTMENTS LLC
RIANEW ORLEANS, LA