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HIBERNIA WEALTH PARTNERS, LLC

6700 Jefferson Hwy.
Building 4, Suite B
Baton Rouge, Louisiana 70806
Tel: 225-778-7972

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About HIBERNIA WEALTH PARTNERS, LLC

HIBERNIA WEALTH PARTNERS, LLC, formally registered with the SEC as HIBERNIA WEALTH PARTNERS, LLC. The firm was established in 05/05/2022. They have over 4 offices throughout the country.

HIBERNIA WEALTH PARTNERS, LLC is a Baton Rouge, Louisiana based Financial Planning firm with nearly $219,194,262 assets under management, offering retirement planning & investment advisory services to 864 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#319509
SEC# 801-124947
Assets Managed by Firm $219,194,262
No. of Clients 864
No. of Advisors 11

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services

Firm Client Information

No. of ClientsAUM
Firm Total864$219,194,262
Individuals (other than high net worth individuals)490$88,095,334
High net worth individuals61$126,048,514
Pension and profit sharing plans4$1,127,586
Charitable organizations4$1,242,386
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