|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Hibernia Wealth Partners LLC
✚
|
|
|---|---|
| CRD # | 319509 |
| SEC # | 801-124947 |
| CIK # | 0001950637 |
| AUM | $346.6 M (2025-04-09) |
| Employees | 11 (55% Investors, 64% Brokers) |
| Phone | 225-778-7972 |
| Address | 6700 Jefferson Hwy Baton Rouge, LA 70806 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 9.6 | ||
| Microsoft Corp | 2.3 | ||
| Apple Inc | 1.4 | ||
| Chevron Corp | 1.1 | ||
| J P Morgan Chase & Co | 1.1 | ||
| Broadcom Inc | 1.0 | ||
| iShares Bitcoin Trust | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 446 | 78.8 |
| (b) Individuals (high net worth individuals) | 225 | 256.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 4.7 |
| (h) Charitable organizations | 2 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 3.8 |
| (n) Other | 1 | 2.7 |
| Total | 1,146 | 346.6 |
| By Discretionary | ||
| Discretionary | 1,146 | 346.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,146 | 346.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 346.6 | |
| Total | 1,146 | 346.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001950637] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
SS&H Financial Advisors Inc
✚
|
MI | 0.3 |
|
Peachtree Wealth Advisors Inc
✚
|
GA | 0.3 |
|
FSB Premier Wealth Management Inc
✚
|
IA | 0.3 |
|
Blueprint Investing LLC
✚
|
CA | 0.3 |
|
Fortress Private Ledger LLC
✚
|
NC | 0.3 |
|
Truefg LLC
✚
|
TX | 0.3 |
|
James Reed Financial Services Inc
✚
|
OH | 0.3 |
|
Financial Life Advisors LLC
✚
|
TX | 0.3 |
|
Kunath Karren Rinne & Atkin LLC
✚
|
WA | 0.3 |
|
Asset Planning Services Inc
✚
|
LA | 0.3 |