{
  "crd_number": 153313,
  "slug": "bienvenue-wealth-llc-new-orleans-la-153313",
  "primary_business_name": "BIENVENUE WEALTH LLC",
  "legal_name": "BIENVENUE WEALTH LLC",
  "dbas": [],
  "city": "New Orleans",
  "state": "LA",
  "country": "United States",
  "cbsa_code": "35380",
  "metro": {
    "cbsa_code": "35380",
    "common_name": "New Orleans",
    "msa_name": "New Orleans-Metairie, LA",
    "path": "/advisors/la/new-orleans"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2010-04-01",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2026-05-28",
  "carried_forward": false,
  "raum_total": 98795684.0,
  "raum_discretionary": 98795684.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 15643295.0,
      "count": 52
    },
    "high_net_worth_individuals": {
      "raum": 83040684.0,
      "count": 74
    },
    "corporations_other_businesses": {
      "raum": 111705.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "LA"
  ],
  "websites": [
    "https://bienvenuewealth.com",
    "https://facebook.com/BIENVENUEWEALTH",
    "https://instagram.com/bienvenuewealth",
    "https://linkedin.com/IN/MICHAELGRIVASNOLA",
    "https://linkedin.com/in/sara-sroka-cpa-cfp%C2%AE-03911435"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/153313",
  "city_as_filed": "NEW ORLEANS",
  "url": "https://advisorcensus.com/firm/bienvenue-wealth-llc-new-orleans-la-153313",
  "display_name": "Bienvenue Wealth LLC",
  "summary": "Bienvenue Wealth LLC is a state-registered investment advisory firm in New Orleans, LA, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 28, 2026.",
  "citation": "AdvisorCensus. Bienvenue Wealth LLC (CRD 153313): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Bienvenue Wealth LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bienvenue Wealth LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Bienvenue Wealth LLC located?",
      "a": "Bienvenue Wealth LLC's principal office is in New Orleans, LA, according to its Form ADV."
    },
    {
      "q": "Is Bienvenue Wealth LLC registered with the SEC or a state?",
      "a": "Bienvenue Wealth LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 153313."
    },
    {
      "q": "How much does Bienvenue Wealth LLC manage?",
      "a": "Bienvenue Wealth LLC reports $98,795,684 in regulatory assets under management in its Form ADV filing dated May 28, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Bienvenue Wealth LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (74); individuals (other than high net worth individuals) (52); corporations or other businesses not listed above (2)."
    },
    {
      "q": "Does Bienvenue Wealth LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/153313"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/bienvenue-wealth-llc-new-orleans-la-153313.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 52,
      "fewer_than_5": false,
      "raum": 15643295.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 74,
      "fewer_than_5": false,
      "raum": 83040684.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 111705.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/153313",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}