Bienvenue Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$98,683,979
Clients
126
Advisors
2
of 2 employees
About
Bienvenue Wealth is a Louisiana-registered investment adviser that serves individuals (including high-net-worth clients) and businesses, delivering discretionary portfolio management together with financial planning and consulting as part of each client engagement. The firm states that all clients receive both investment advisory and financial planning services under a single relationship.
The Advisor builds customized portfolios using individual equities, fixed-income securities, mutual funds, and ETFs and generally takes a long-term approach while remaining able to trade more actively for rebalancing or client needs. Bienvenue Wealth applies internal due diligence to fund selections and, as part of its toolkit, may use margin, options, futures, and cash positions for hedging or to obtain specific exposures.
Notable features for a small advisory team include managing roughly $99 million in assets across about 126 client relationships with two advisors, operating on a fee-only basis, and not participating in wrap-fee or soft-dollar programs. The firm does not take custody of client assets, maintains a written Code of Ethics, and discloses no disciplinary history.
Client services
Expertise
Fee options
1.25% annually
Account minimum: $5,000 minimum annual fee Minimum fee: Minimum annual fee of $5,000 for Comprehensive Wealth Planning Program Fee-only: Comprehensive Wealth Planning Program combining investment advisory and financial planning services for 1.25% annually of AUM
Main office
1100 Poydras Street, Suite 2125
New Orleans LA 70163
Advisors at this office
2
Most active in
Louisiana · Texas
Also doing business as
Bienvenue Wealth LLC · Principal Wealth LLC · Principal Wealth, LLC · Rivas Financial Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Michael R
CFP®, Series 63, Series 66
New Orleans, LA
Bienvenue Wealth LLC
Michael Rivas is a Certified Financial Planner® with 15 years of experience in the financial advisory industry. He has been with Bienvenue Wealth LLC since 2010. The firm provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities, combining portfolio management with financial planning. Their investment approach emphasizes fundamental analysis and strategic, long-term allocation tailored to client goals, with the use of tactical tools when appropriate.
Sara S
CFP®, Series 65
New Orleans, LA
Bienvenue Wealth LLC
Sara Sroka is a CFP® and Series 65 licensed advisor with seven years of industry experience, currently serving at Bienvenue Wealth LLC since 2019. Her prior roles include positions at Accountax Business Group LLC and Smoothie King Company. Bienvenue Wealth LLC is a Louisiana-registered investment adviser serving individuals, including high-net-worth clients, and businesses. The firm provides discretionary portfolio management alongside financial planning and consulting, delivering both services under a single client relationship.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)