Michael Rivas
Bienvenue Wealth LLC · New Orleans, Louisiana
Michael Rivas is a fee-only financial advisor at Bienvenue Wealth LLC in New Orleans, Louisiana, who holds the BS, CFP and EA credentials. Michael focuses on tax planning, retirement planning and estate & legacy planning. Bienvenue Wealth LLC reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Pre-retirees
Facts
| Firm | Bienvenue Wealth LLC |
|---|---|
| Based in | New Orleans, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $98.8M across 338 accounts |
| Credentials | BS · CFP · EA · CPA |
| SEC registration | Investment adviser representative in LA, TX · CRD 2094991 |
| Exams passed | Series 63 (2007) · Series 66 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | bienvenuewealth.com |
| Profile |
How Michael's firm compares
- Bienvenue Wealth LLC's average account is about $292,000, from its Form ADV (assets managed divided by 338 accounts).
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Questions about Michael
Is Michael Rivas a fee-only financial advisor?
Yes. Michael Rivas is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Michael's firm.
How does Michael charge for financial advice?
Michael's firm, Bienvenue Wealth LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Michael charge?
According to Bienvenue Wealth LLC's website, checked October 28, 2026: typically works with clients with $1,000,000 or more.
Does Michael work with clients virtually?
Yes. Bienvenue Wealth LLC says on its website that it works with clients remotely.
Where is Michael Rivas based?
Michael Rivas is based in New Orleans, Louisiana.
What does Michael specialize in?
Michael's specialties include tax planning, retirement planning, estate & legacy planning and small business owners. Michael works with founders, executives and pre-retirees.
What credentials does Michael Rivas hold?
Michael Rivas holds the BS, CFP, EA and CPA credentials.
Is Michael Rivas registered with the SEC?
Yes. Michael Rivas is registered as an investment adviser representative in LA and TX (CRD 2094991), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Bienvenue Wealth LLC manage?
Bienvenue Wealth LLC reports $98.8M across 338 accounts in assets under management.
How do I contact Michael Rivas?
Through Michael's website, bienvenuewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Bienvenue Wealth LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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