Hedge Fund Database

HIBERNIA WEALTH PARTNERS, LLC

Adviser information for HIBERNIA WEALTH PARTNERS, LLC last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Louisiana, United States

Employees

Total Number of Employees 12
Investment Advisory/Research 7
Registered Broker-Dealer Representatives 6
Registered State Investment Advisers 7
Licensed Agents of an Insurance Company 6
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,074 $289.0M
Non-Discretionary 0 $0
Total 1,074 $289.0M

Clients

Type Number RAUM
Individuals 471 $82.5M
HNW Individuals 186 $197.4M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 6 $1.8M
Charitable organizations <5 $1.3M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 6 $3.2M
Other <5 $2.9M
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation % of AUMHourly chargesFixed fees
Other Business Activities Registered representative of a broker-dealerInsurance broker or agent

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 0
Both for Same 243.1M
Portfolio Manager to Program Sponsor
HIBERNIA WEALTH PARNTERS WRAP FEE PROGRAM HIBERNIA WEALTH PARTNERS, LLC

Identifiers

SEC RIA File Number 801-124947
SEC ERA File Number 801-124947
SEC CIK Numbers 1950637
SEC CRD Numbers 319509
Legal Entity Identifier None

Principal Office

6700 JEFFERSON HWY.
BUILDING 4, SUITE B
BATON ROUGE
LA
United States
Monday - Friday, 8AM - 5 PM CST
Tel: 225-778-7972, Fax: None

Websites

www.hiberniawealth.com www.linkedin.com/company/10866295/ twitter.com/hiberniawealth www.facebook.com/hiberniawealth/ www.jfswealth.com/ www.dependentfinancialplanning.com www.linkedin.com/in/jonathan-smith-0a0a79143/ www.linkedin.com/in/elizabeth-wolleben-yoder/

Chief Compliance Officer

PAUL SALTAFORMAGGIO
MANAGING MEMBER
6700 JEFFERSON HWY
BUILDING 4, SUITE B
BATON ROUGE
LA
United States
Tel: 225-778-7972
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
SALTAFORMAGGIO, PAUL, VINCENT Individual – MANAGING MEMBER/CCO 03/2022 > 75%

No. Employees, Historic

2010020222023202420257 on 4/4/20227 on 4/5/20228 on 8/29/20227 on 1/6/202317 on 1/13/202317 on 1/18/202317 on 1/23/202317 on 1/30/202311 on 3/9/202311 on 3/27/202311 on 6/9/202311 on 1/3/202410 on 1/10/20249 on 1/24/20249 on 2/13/20249 on 2/20/202412 on 3/13/2024

RAUM, Historic

300M150M020222023202420250 on 4/4/20220 on 4/5/2022223285765 on 8/29/2022223285765 on 1/6/2023223285765 on 1/13/2023223285765 on 1/18/2023223285765 on 1/23/2023223285765 on 1/30/2023219194262 on 3/9/2023219194262 on 3/27/2023219194262 on 6/9/2023219194262 on 1/3/2024219194262 on 1/10/2024219194262 on 1/24/2024219194262 on 2/13/2024219194262 on 2/20/2024289034883 on 3/13/2024

No. Clients, Historic

700350020222023202420250 on 4/4/20220 on 4/5/2022542 on 8/29/2022542 on 1/6/2023542 on 1/13/2023542 on 1/18/2023542 on 1/23/2023542 on 1/30/2023560 on 3/9/2023560 on 3/27/2023560 on 6/9/2023560 on 1/3/2024560 on 1/10/2024560 on 1/24/2024560 on 2/13/2024560 on 2/20/2024673 on 3/13/2024

Holdings

From latest 13F, filed July 25th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 293K 2K –
ACCENTURE PLC IRELAND SHS CLASS A 310K 1K –
ALPHABET INC CAP STK CL A 258K 1K –
ALPS ETF TR SECTR DIV DOGS 261K 5K –
AMAZON COM INC COM 389K 2K –
AMERICAN EXPRESS CO COM 242K 1K –
AMERICAN TOWER CORP NEW COM 225K 1K –
AMPLIFY ETF TR CWP ENHANCED DIV 25M 636K –
APPLE INC COM 1M 6K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 397K 975 –
BRIGHT GREEN CORP COMMON STOCK 3K 11K –
BROADCOM INC COM 496K 310 –
CHENIERE ENERGY INC COM NEW 223K 1K –
CHEVRON CORP NEW COM 704K 5K –
COMPASS DIVERSIFIED SH BEN INT 282K 13K –
EATON CORP PLC SHS 261K 831 –
ELEVANCE HEALTH INC COM 211K 391 –
ETF SER SOLUTIONS DISTILLATE US 988K 19K –
EXXON MOBIL CORP COM 290K 3K –
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 23M 797K –
GALLAGHER ARTHUR J & CO COM 200K 772 –
GLOBAL X FDS GLBL X MLP ETF 553K 11K –
GOLDMAN SACHS BDC INC SHS 721K 48K –
GOLDMAN SACHS ETF TR ACCES TREASURY 7M 71K –
GOLDMAN SACHS ETF TR MARKETBETA US EQ 275K 4K –
HOME DEPOT INC COM 294K 854 –
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 2M 32K –
INVESCO QQQ TR UNIT SER 1 3M 5K –
ISHARES INC CORE MSCI EMKT 200K 4K –
ISHARES INC MSCI EMERG MRKT 641K 11K –
ISHARES SILVER TR ISHARES 535K 20K –
ISHARES TR CORE S&P500 ETF 1M 3K –
ISHARES TR MSCI USA MIN VOL 6M 74K –
ISHARES TR MSCI EAFE MIN VL 578K 8K –
ISHARES TR MSCI USA SMCP MN 368K 10K –
ISHARES TR US SML CAP EQT 1M 17K –
ISHARES TR MSCI USA QLT FCT 371K 2K –
ISHARES TR CORE TOTAL USD 249K 6K –
ISHARES TR CORE US AGGBD ET 707K 7K –
ISHARES TR CORE S&P TTL STK 482K 4K –
ISHARES TR CORE DIV GRWTH 258K 4K –
ISHARES TR CORE MSCI EAFE 303K 4K –
ISHARES TR S&P 500 GRWT ETF 216K 2K –
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 1M 20K –
JPMORGAN CHASE & CO. COM 490K 2K –
LINDE PLC SHS 265K 606 –
MARSH & MCLENNAN COS INC COM 212K 1K –
MASTERCARD INCORPORATED CL A 400K 906 –
MCDONALDS CORP COM 404K 2K –
MICROSOFT CORP COM 1M 3K –
MOTOROLA SOLUTIONS INC COM NEW 326K 845 –
NEXTERA ENERGY INC COM 301K 4K –
NORTHERN DYNASTY MINERALS LT COM NEW 5K 15K –
NVIDIA CORPORATION COM 1M 10K –
PROCTER AND GAMBLE CO COM 666K 4K –
PROLOGIS INC. COM 210K 2K –
ROPER TECHNOLOGIES INC COM 283K 501 –
SCHWAB CHARLES CORP COM 274K 4K –
SIRIUS XM HOLDINGS INC COM 38K 14K –
SPDR GOLD TR GOLD SHS 5M 24K –
SPDR INDEX SHS FDS S&P INTL SMLCP 2M 62K –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 7M 206K –
SPDR S&P 500 ETF TR TR UNIT 41M 76K –
SPDR SER TR BLOOMBERG HIGH Y 5M 53K –
SPDR SER TR BLOOMBERG EMG MK 2M 74K –
SPDR SER TR BLOOMBERG 1-3 MO 55M 597K –
SPDR SER TR PORTFLI INTRMDIT 946K 34K –
SPDR SER TR BLOOMBERG 3-12 M 2M 24K –
SPDR SER TR PORTFOLIO LN TSR 1M 45K –
SPDR SER TR BLOOMBERG 1 10 Y 4M 233K –
SPDR SER TR PORTFOLIO S&P400 5M 90K –
SPDR SER TR BLOOMBERG EMERGI 4M 217K –
SPDR SER TR PORTFOLIO S&P600 10M 242K –
SPDR SER TR PORTFOLIO AGRGTE 3M 134K –
SSGA ACTIVE ETF TR BLACKSTONE SENR 3M 69K –
SSGA ACTIVE TR SPDR SSGA FXD 19M 742K –
SSGA ACTIVE TR SPDR SSGA US SCT 22M 436K –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 275K 2K –
TJX COS INC NEW COM 238K 2K –
TORM PLC SHS CL A 771K 20K –
UNITEDHEALTH GROUP INC COM 390K 766 –
VANGUARD INDEX FDS SMALL CP ETF 756K 3K –
VANGUARD INDEX FDS S&P 500 ETF SHS 219K 438 –
VANGUARD INDEX FDS TOTAL STK MKT 463K 2K –
VANGUARD INDEX FDS MID CAP ETF 617K 3K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 209K 5K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 379K 2K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 330K 7K –
WALMART INC COM 255K 4K –
ZOETIS INC CL A 213K 1K –