BOUVEL INVESTMENT PARTNERS, LLC
SEC RegisteredWE TAKE INVESTING PERSONALLY
About the firm
Bouvel Investment Partners, LLC is a family-run firm serving clients as trusted financial advisers. Their insights are incisive, advice is tailored specifically to each client's needs, and decisions are made with an eye toward the future. The firm is committed to providing a high level of advice and service with the goal of helping to create customized investment plans.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment and wealth management, including customized investment planning and portfolio management.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 110 | $40M |
| High Net Worth Individuals | 96 | $334M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BOUVEL INVESTMENT PARTNERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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