Firm profile

HIBERNIA WEALTH PARTNERS, LLC

BATON ROUGE, LACRD 319509Latest ADV March 4, 2026

Hibernia Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Baton Rouge, LA. Its latest Form ADV filing, dated March 4, 2026, reports $373M in regulatory assets under management, 10 employees, 3 offices, and 1,069 accounts.

Assets Under Management
$373M
Employees
10
Offices
3 offices
Total Clients
653
Primary office
BATON ROUGE, LA
6700 JEFFERSON HWY., BUILDING 4, SUITE B, BATON ROUGE, LA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOSALTAFORMAGGIO, PAUL, VINCENT

Advisory services offered

3 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 60.2% of total clients.
Top client categories% of clientsClients
1
Individuals
60.2%
393
2
HNWI
35.2%
230
3
Pension Plans
3.2%
21
4
Corporations
0.9%
6
5
Charitable
0.3%
2
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$373Mas of March 4, 2026
Discretionary97.9%
$365M
98% of total RAUM97.9%
Non-discretionary2.1%
$8M
2% of total RAUM2.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$373M
Total Accounts1,069
10Y AUM Change+$373M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees10
Clients per Employee65:1
10Y Employee Change+3 (+42.9%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.