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 organized as an LLC and registered with the SEC in 2022. The firm serves both individual/family and institutional clients and provides a mix of fee arrangements (assets-under-management, hourly and fixed fees). In addition to advisory services, Hibernia operates as a registered representative of a broker-dealer and as an insurance broker, which supports its distribution of insurance products such as annuities. Advisory capabilities listed include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not identify as an active ESG investor and is not structured as a capital allocator.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$264M in ETFs
62%
$163M
37%
$100M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $23.2M | 30,471 | 8.82% |
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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