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Bienvenue Wealth, LLC

EST. AUM
$98,795,684

CONTACTS

CLIENT ACCOUNTS
338

Firm Details

Metro area New Orleans
CRD Number 153313
Website bienvenuewealth.com
Client types

Overview

Bienvenue Wealth LLC is an independent, fee-only fiduciary wealth-management firm founded in 2010 and based in New Orleans. It serves business owners, corporate executives, Gen X professionals, families, and clients managing complex financial circumstances. The firm integrates investment management with financial, tax, retirement, estate, insurance, and risk planning. Its investment philosophy emphasizes long-term strategic asset allocation, broad diversification, disciplined rebalancing, tax efficiency, and low-cost investments rather than market timing. Client portfolios are customized around goals, time horizons, risk tolerance, and tax circumstances.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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