Legal
Form ADV
Our Form ADV describes Bienvenue Wealth LLC's advisory services, fees, conflicts of interest, and business practices. We encourage every prospective client to read it before engaging us, and we deliver it to every client at the start of the relationship.
Current filings
- Form ADV Part 2A: Disclosure Brochure (PDF, effective May 28, 2026)
Includes the Part 2B brochure supplements for Michael G. Rivas and Sara A. Sroka, and our privacy notice. - Form ADV Part 1 and our full regulatory record (Investment Adviser Public Disclosure, CRD #153313)
Always shows our most recently filed version. Last amendment: May 28, 2026. - Fiduciary Oath (PDF)
The written commitment we sign to act in your best interest at all times.
Our registration
Bienvenue Wealth LLC is a Registered Investment Adviser with the State of Louisiana, registered since 2010 (CRD #153313). Registration does not imply any specific level of skill or training, and neither the U.S. Securities and Exchange Commission nor any state securities authority has approved or verified the information in our brochure.
Because we are state registered rather than SEC registered, we do not file a Form CRS (Client Relationship Summary). That form is required only of SEC-registered advisers and broker-dealers. The Part 2A brochure above covers the same ground in more detail.
We provide advisory services only in states where we are registered or exempt from registration. If you have questions about our filings, call us at 504.355.0890.