Sara Sroka
Bienvenue Wealth · New Orleans, Louisiana
Sara Sroka is a fee-only financial advisor at Bienvenue Wealth in New Orleans, Louisiana, who holds the CFP credential. Bienvenue Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Bienvenue Wealth |
|---|---|
| Based in | New Orleans, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $98.8M across 338 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, TX · CRD 7058886 |
| Exams passed | Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.bienvenuewealth.com |
How Sara's firm compares
- Bienvenue Wealth's average account is about $292,000, from its Form ADV (assets managed divided by 338 accounts).
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Questions about Sara
Is Sara Sroka a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sara holds no broker registration, and Bienvenue Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sara charge for financial advice?
Sara's firm, Bienvenue Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Sara Sroka based?
Sara Sroka is based in New Orleans, Louisiana.
What credentials does Sara Sroka hold?
Sara Sroka holds the CFP credential.
Is Sara Sroka registered with the SEC?
Yes. Sara Sroka is registered as an investment adviser representative in LA and TX (CRD 7058886), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bienvenue Wealth manage?
Bienvenue Wealth reports $98.8M across 338 accounts in assets under management.
How do I contact Sara Sroka?
Through Sara's website, www.bienvenuewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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