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HIBERNIA WEALTH PARTNERS, LLC
CRD 319509File 801-124947
APPROVED
Retail clients
Custody
Filing as of Mar 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$372.5M
Below cohort median (national)
Discretionary AUM
$364.7M
Non-discretionary $7.8M
Clients
652
1,069 accounts
Employees
10
Above cohort median in LA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 5, 2022
- Principal office
- 6700 JEFFERSON HWY., BUILDING 4, SUITE B, BATON ROUGE, LA, 70806
- Phone
- 225-778-7972
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $372.5M
- Discretionary AUM
- $364.7M
- Non-discretionary AUM
- $7.8M
- Discretionary accounts
- 1,063
- Non-discretionary accounts
- 6
- Total accounts
- 1,069
- AUM per client
- $571K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $3.2M |
| Charitable organizations | Fewer than 5 | $445K |
| High net worth individuals | 230 | $272.4M |
| Pension and profit sharing plans | 21 | $14.2M |
| Individuals (other than high net worth individuals) | 393 | $79.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 653 | 652 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.