Data / Investment advisers / Louisiana / Hibernia Wealth Partners, LLC
Hibernia Wealth Partners, LLC, Baton Rouge, LA: $373 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Hibernia Wealth Partners, LLC is an SEC registered investment adviser with its main office in Baton Rouge, Louisiana and reports $373 million in regulatory assets under management in its Form ADV filed March 4, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Hibernia Wealth Partners, LLC (CRD number 319509): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 319509
- SEC file number
- 801-124947
- SEC status
- Approved, effective May 5, 2022
- Main office
- 6700 Jefferson Hwy. Building 4, Suite B, Baton Rouge, LA 70806
- Phone
- (225) 778-7972
- Website
- hiberniawealth.com
- Regulatory AUM
- $372,536,792 in the Form ADV filed March 4, 2026
- Discretionary AUM
- $364,706,455
- Non discretionary AUM
- $7,830,337
- Accounts
- 1,069
- Employees
- 10, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 4, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 230 | $272.4 million |
| Individuals (other than high net worth individuals) | 393 | $79.3 million |
| Pension and profit sharing plans | 21 | $14.2 million |
| Corporations or other businesses | 6 | $3.2 million |
| Charitable organizations | 2 | $445,162 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $372.5 million | March 4, 2026 |
| December 1, 2025 | $346.6 million | October 24, 2025 |
Other advisers in Baton Rouge
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Bernhard Capital Partners Management, LP | Baton Rouge | $6.58 billion | 23 | adviserinfo.sec.gov |
| Abel Hall, LLC | Baton Rouge | $819.1 million | Not listed | adviserinfo.sec.gov |
| Evans Investment Advisors, L.L.C. | Baton Rouge | $390.7 million | Not listed | adviserinfo.sec.gov |
| Asempa Wealth Advisors | Baton Rouge | $246 million | Not listed | adviserinfo.sec.gov |
| Brian Low Financial Group, LLC | Baton Rouge | $239.3 million | Not listed | adviserinfo.sec.gov |
| Advisor.Investments | Baton Rouge | $199.4 million | 1 | adviserinfo.sec.gov |
| Harger and Company, Inc. | Baton Rouge | $137 million | Not listed | adviserinfo.sec.gov |
| JCN Financial & Tax Advisory Group, LLC | Baton Rouge | $130.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Baton Rouge, LA
- Investment advisers in Louisiana
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Hibernia Wealth Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.