← Tributary

HIBERNIA WEALTH PARTNERS, LLC

BATON ROUGE, LA · CRD 319509 · IAPD ↗ · hiberniawealth.com · 225-778-7972

$372.5MRegulatory AUM
5Advisory reps
10Employees
0Clients
1-10Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — HIBERNIA WEALTH PARTNERS, LLC notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — HIBERNIA WEALTH PARTNERS, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2025 — HIBERNIA WEALTH PARTNERS, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2025 — HIBERNIA WEALTH PARTNERS, LLC reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2025 — HIBERNIA WEALTH PARTNERS, LLC now reports custody of client assets ($163.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
53
April 2024 — HIBERNIA WEALTH PARTNERS, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2024 — HIBERNIA WEALTH PARTNERS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
April 2024 — HIBERNIA WEALTH PARTNERS, LLC reported RAUM up 32% ($219.2M -> $289.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
April 2024 — HIBERNIA WEALTH PARTNERS, LLC grew from 4 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
March 2024 — HIBERNIA WEALTH PARTNERS, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
46
February 2024 — HIBERNIA WEALTH PARTNERS, LLC notice-filed in CO, GA, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2024 — HIBERNIA WEALTH PARTNERS, LLC shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.