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Sara Adele Sroka

Bienvenue Wealth LLC

New Orleans, LA

CRD 7058886

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Employer firm

Bienvenue Wealth LLC CRD 153313

$98.8M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Bienvenue Wealth Llc

1100 Poydras Street Suite 1502, New Orleans, LA 70163 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-09-28
LA RA APPROVED 2019-01-04
  • TX RA
    APPROVED
    Since 2021-09-28
  • LA RA
    APPROVED
    Since 2019-01-04

Branch Locations

1100 Poydras Street Suite 1502, New Orleans, LA 70163 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bienvenue Wealth Llc New Orleans LA 01/2019 Present
Accountax Business Group Llc Kenner LA 02/2018 12/2018
Smoothie King Company New Orleans LA 08/2016 02/2018
  • 01/2019 → Present
    Bienvenue Wealth Llc
    New Orleans, LA
  • 02/2018 → 12/2018
    Accountax Business Group Llc
    Kenner, LA
  • 08/2016 → 02/2018
    Smoothie King Company
    New Orleans, LA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-18
  • S65 Uniform Investment Adviser Law Examination
    2018-12-18
Designations
  • Certified Financial Planner
Other Names
  • Sara Adele Riccio

View on SEC IAPD

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