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- Custodian
- First Clearing · Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- AtlasSignal zenith
- Established Date
- 04-01-2010
- Office Locations
- 1
Office Locations
About Bienvenue Wealth LLC
Bienvenue Wealth is a New Orleans-based, fee-only RIA providing independent financial planning and investment management for busy families and discerning professionals, including business owners and employees navigating complex benefits and equity compensation. Core work spans tax planning, cash-flow, retirement, estate, and insurance/risk management, with portfolios largely implemented via ETFs. Led by a CFP®/EA and a CPA/CFP® team with 30+ years’ experience.
Team overview
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Client Personas
Custodian
Investment Themes
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Technology
Owner & Executives
MICHAEL GEORGE RIVAS
President
- CRD
- #2094991
- Ownership
- 75% or more
Sara Adele Sroka
Chief Compliance Officer, Financial Planner
- CRD
- #7058886
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $98,795,684 | -- |
| Non-Discretionary | $0 | -- |
| Total | $98,795,684 | -- |
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Separately Managed Accounts
Total SMA Asset: $98,795,684
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $535,916,117 | 11.0% |
| U.S. Government/Agency | $1,753,907,292 | 36.0% |
| Cash | $1,339,790,292 | 27.5% |
| Equity - Exchange | $1,242,350,998 | 25.5% |
| Total | $4,871,964,699 | 100.0% |