Hibernia Wealth Partners, LLC
Firm details
- Headquarters
- Baton Rouge, Louisiana
- CRD number
- 319509
- Registered since
- May 5, 2022
- Website
- www.hiberniawealth.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI73.12%
- Individuals21.28%
- Pension & Profit Sharing Plans3.82%
- Corporations / Businesses0.85%
- Other0.82%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Hibernia Wealth Partners, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2022. The firm serves individual, family and institutional clients and combines advisory work (financial planning, portfolio management for individuals and small businesses, and pension consulting) with broker-dealer and insurance brokerage activities. Its fee arrangements include percentage-of-AUM charges as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds59%
- Derivatives17%
- Exchange Traded Equities15%
- US Government Bonds3%
- Cash & Cash Equivalents2%
Contacts
3 of 7
John Webb
Wealth AdvisorCRD 7669736
William Saplicki
Wealth AdvisorCRD 4034795
Billy Mitchell
Financial AdvisorCRD 5915151
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$262M in ETFs
63%
$165M
36%
$97.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $23.4M | 255,781 | 8.93% |
Location
Baton Rouge, LA
East Baton Rouge
Location
Baton Rouge, LA
Headquartered in Baton Rouge, LA, in the South of the United States.
- Region
- South
- County
- East Baton Rouge
- Address
- 6700 Jefferson Hwy
- Time zone
- CT (UTC-6)
- Office locations
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