Bienvenu Wealth Management

Finance · Louisiana, United States · 11-50 Employees

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Overview

Headquarters

100 Petroleum Dr Ste 200, Lafayette, Lou...

Phone Number

(337) 534-8417

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
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ZI Rank
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About Bienvenu Wealth Management

Bienvenu Wealth Management is a wealth management firm headquartered in Lafayette, Louisiana. The company provides financial planning, investment management, portfolio management, risk management, and corporate retirement plans consulting. It serves a diverse client base including business owners, entrepreneurs, healthcare professionals, retirees, pre-retirees, families, and individuals. The firm delivers its services through a personalized advisory model, collaborating with clients and their professional advisors, such as attorneys and accountants, to create comprehensive wealth management plans designed for asset preservation and legacy building.Explore more
Popular SearchesBienvenu Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Bienvenu Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bienvenu Wealth Managemen...

<$5M
11-50
Private
-
-
SD
Shannon D'AubinOffice Manager
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
BC
Brian CodyFinancial Advisor
<$5M
11-50
Private
-
-
LR
Lauren RichmanDirector, Client Services
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
JB
James BackFinancial Advisor
<$5M
11-50
Private
-
-
N/A
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Bienvenu Wealth Management Tech Stack

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Frequently Asked Questions Regarding Bienvenu Wealth Management

What is Bienvenu Wealth Management's official website?
Bienvenu Wealth Management's official website is www.bienvenuwm.com
What is Bienvenu Wealth Management's Revenue?
Bienvenu Wealth Management's revenue is <$5 Million
What is Bienvenu Wealth Management's SIC code?
Bienvenu Wealth Management's SIC: 62,628
What is Bienvenu Wealth Management's NAICS code?
Bienvenu Wealth Management's NAICS: 52,523
How many employees does Bienvenu Wealth Management have?
Bienvenu Wealth Management has 11-50 employees
What industry does Bienvenu Wealth Management belong to?
Bienvenu Wealth Management is in the industry of: Finance, Securities Trading
What is Bienvenu Wealth Management competition?
Bienvenu Wealth Management top competitors include: DuCharme Wealth Advisors, Cody Financial Advisors, Ridgevale Financial Planning, Pointer Financial Advisors
What technology does Bienvenu Wealth Management use?
Some of the popular technologies that Bienvenu Wealth Management uses are: Drupal, reCAPTCHA, PHP, Cloudflare Website Optimization
How do I contact Bienvenu Wealth Management?
Bienvenu Wealth Management contact info: Phone number: (337) 534-8417 Website: www.bienvenuwm.com
What does Bienvenu Wealth Management do?

Bienvenu Wealth Management is a wealth management firm headquartered in Lafayette, Louisiana. The company provides financial planning, investment management, portfolio management, risk management, and corporate retirement plans consulting. It serves a diverse client base including business owners, entrepreneurs, healthcare professionals, retirees,... pre-retirees, families, and individuals. The firm delivers its services through a personalized advisory model, collaborating with clients and their professional advisors, such as attorneys and accountants, to create comprehensive wealth management plans designed for asset preservation and legacy building.Read More

Is Bienvenu Wealth Management a public company?
Bienvenu Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Bienvenu Wealth Management

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