HIBERNIA WEALTH PARTNERS, LLC

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

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 $289,034,883 assets under management, offering retirement planning & investment advisory services to 1074 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	319509
SEC#	801-124947
Assets Managed by Firm	$289,034,883
No. of Clients	1074
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1074	$289,034,883
Individuals (other than high net worth individuals)	471	$82,494,864
High net worth individuals	186	$197,354,495
Pension and profit sharing plans	6	$1,773,967
Charitable organizations	3	$1,305,338
Corporations or other businesses	6	$3,247,242

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MARITIME PARTNERS, LLC 3838 N. Causeway Blvd., Suite 3335 Metairie, LA, 70002	$2,952,693,844	5	31
TRUWEALTH ADVISORS, LLC 2700 Lake Villa Drive, Suite 200 Metairie, LA, 70002-6785	$2,535,697,292	7157	34
WATERS, PARKERSON & CO., LLC 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013	$2,489,088,707	1855	12
SISUNG INVESTMENT MANAGEMENT SERVICES LLC 3850 N. Causeway Blvd., Suite 1930 Metairie, LA, 70002	$2,000,884,017	12	7

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