Hibernia Wealth Partners provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 1–10 clients last fiscal year.
Hibernia Wealth Partners reports 653 clients. They include 393 individual clients, 230 high-net-worth individuals, and 21 pension and profit-sharing plans. Of its assets, 97.9% ($365M across 1,063 accounts) are managed with discretion; $7.83M across 6 accounts are not. A wrap fee program the firm both sponsors and manages holds $319M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 60% | 21% |
| High-net-worth individuals | 35% | 73% |
| Pension and profit-sharing plans | 3% | 4% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
| Other client typesOther | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 393 | $79.3M | 21.3% | $202K |
| High-net-worth individuals | 230 | $272M | 73.1% | $1.18M |
| Pension and profit-sharing plans | 21 | $14.2M | 3.8% | $678K |
| Charitable organizations | Fewer than 5 | $445K | 0.1% | $223K |
| Corporations and other businesses | 6 | $3.15M | 0.8% | $525K |
| Other | Fewer than 5 | $3.06M | 0.8% | $3.06M |
| Total | 653 | $373M | 100% | — |
- Clients
- 393
- Regulatory AUM
- $79.3M
- AUM share
- 21.3%
- Avg. per client
- $202K
- Clients
- 230
- Regulatory AUM
- $272M
- AUM share
- 73.1%
- Avg. per client
- $1.18M
- Clients
- 21
- Regulatory AUM
- $14.2M
- AUM share
- 3.8%
- Avg. per client
- $678K
- Clients
- Fewer than 5
- Regulatory AUM
- $445K
- AUM share
- 0.1%
- Avg. per client
- $223K
- Clients
- 6
- Regulatory AUM
- $3.15M
- AUM share
- 0.8%
- Avg. per client
- $525K
- Clients
- Fewer than 5
- Regulatory AUM
- $3.06M
- AUM share
- 0.8%
- Avg. per client
- $3.06M
Total
- Clients
- 653
- Regulatory AUM
- $373M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Hibernia Wealth Partners charges up to 3.00% a year for its Investment Advisory Services. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- ERISA plan services
- Annual fees for ERISA plan services are based on the market value of the included assets and shall not exceed 1%.
- Financial planning and consulting
- Billed hourly at $500 an hour, or as a fixed fee or an annual ongoing fee set by the engagement, with 50% due in advance on hourly and fixed plans.
Paul Saltaformaggio owns 75% or more of Hibernia Wealth Partners. It has 10 employees, 5 of them in advisory roles.
Staff
- 10 employees
- 5 in advisory functions
- 5 state-registered reps
- 6 broker-dealer reps
- 6 insurance agents
- Owns 75% or more of Hibernia Wealth Partners, LLC
Paul Saltaformaggio
Control person · since March 2022
Hibernia Wealth Partners’ regulatory assets grew Infinity× from $0 (April 2022) to $373M (March 2026); employees rose from 7 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $373M | 653 | 10 | 4 |
| Apr 2025April 2025 | $347M | 691 | 11 | 4 |
| Mar 2024March 2024 | $289M | 673 | 12 | 5 |
| Jun 2023June 2023 | $219M | 560 | 11 | 4 |
| Apr 2022April 2022 | $0 | 0 | 7 | 2 |
Besides its headquarters, Hibernia Wealth Partners has 3 offices (1 private residence, listed without an address), with 3 listed addresses across 2 states.
Louisiana · 2 listed addresses
- 6700 Jefferson Hwy., Building 4, Suite B, Baton RougeHQ
- 1720 Kaliste Saloom RD., Lafayette
Texas · 1 listed address
- 2700 Hillcrest RD., Dallas
Other business names
Hibernia Wealth Partners has reported 2 other business names to the SEC.
- Hibernia Wealth Management
- JFS Wealth Management
Contact and registration details
- Legal name
- Hibernia Wealth Partners, LLC
- Headquarters
- 6700 Jefferson Hwy., Building 4, Suite B, Baton Rouge, LA 70806
- Website
- hiberniawealth.com
- Phone
- 225-778-7972
- @10866295
- SEC file
- 801-124947
- Structure
- Louisiana LLC
- Fiscal year end
- December
Hibernia Wealth Partners’ named custodian for separately managed accounts is LPL Financial ($342M). Hibernia Wealth Partners has custody of $174M for 314 clients.
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $342M100%
At year end, Hibernia Wealth Partners’ separately managed accounts were mostly in funds (59%) and stocks (15%). Its reported 13F holdings for the quarter ended 30 June 2026 total $185M across 82 positions; the largest are SPDR Series Trust (12.7%), State Str SPDR S&P 500 ETF T (12.0%) and Amplify ETF TR (10.9%).
What the accounts hold
- Stocks15%
- Funds59%
- Bonds3%
- Cash2%
- Other17%
- Derivatives17%
Filed values cover 96%. The neutral 4% gap has no reported category.
How many clients does Hibernia Wealth Partners have?
Hibernia Wealth Partners has 653 clients and manages $373 million for them, as of March 2026. They include 393 individual clients, 230 high-net-worth individuals, and 21 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 March 2026
What services does Hibernia Wealth Partners offer?
Hibernia Wealth Partners provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Hibernia Wealth Partners charge?
Hibernia Wealth Partners charges up to 3.00% a year for its Investment Advisory Services. The fee is billed in advance and is negotiable.
Which custodians does Hibernia Wealth Partners use?
Hibernia Wealth Partners’ separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $342M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 March 2026
How many financial advisors does Hibernia Wealth Partners have?
Hibernia Wealth Partners has 5 investment adviser representatives registered with state securities authorities, out of 10 employees, and 5 perform investment advisory functions. 6 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hibernia Wealth Partners invest in?
At the end of its last fiscal year, Hibernia Wealth Partners’ separately managed accounts held 59% registered funds (mutual funds, ETFs, BDCs), 17% derivatives, 15% exchange-traded equities, 3% U.S. government and agency bonds and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Hibernia Wealth Partners?
Hibernia Wealth Partners’ direct owner is Paul Saltaformaggio (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 March 2026
How does Hibernia Wealth Partners get paid?
Hibernia Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Hibernia Wealth Partners?
Hibernia Wealth Partners’ main office is at 6700 Jefferson Hwy., Building 4, Suite B, Baton Rouge, LA 70806. Its phone number is 225-778-7972. Its website is hiberniawealth.com.