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| Hibernia Wealth Partners LLC
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|---|---|
| CRD # | 319509 |
| SEC # | 801-124947 |
| CIK # | 0001950637 |
| AUM | 372.5 M (2026-03-04) |
| Employees | 10 (50% Investors, 60% Brokers) |
| Fees | |
| Minimum | |
| 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 | 10.0 | ||
| Microsoft Corp | 1.8 | ||
| Apple Inc | 1.8 | ||
| iShares Silver Trust | 1.8 | ||
| Chevron Corp | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 393 | 79.3 |
| (b) Individuals (high net worth individuals) | 230 | 272.4 |
| (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 | 21 | 14.2 |
| (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 | 6 | 3.2 |
| (n) Other | 1 | 3.1 |
| Total | 1,069 | 372.5 |
| By Discretionary | ||
| Discretionary | 1,063 | 364.7 |
| Non-Discretionary | 6 | 7.8 |
| Total | 1,069 | 372.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 372.5 | |
| Total | 1,069 | 372.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001950637] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
|
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Richard W Paul & Associates LLC
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MI | 372.8 M |
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United Brokerage Services Inc
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|
Callahan Wealth Advisory LLC
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|
Livelife Capital Partners LLC
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|
Pacific Wealth Management LLC
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|
Union Strategic Advisors LLC
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