CRD: 319509
Hibernia Wealth Partners, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-05-2022
- Office Locations
- 3
Office Locations
About Hibernia Wealth Partners, LLC
Hibernia Wealth Partners is a Baton Rouge-based wealth management firm focused on long-term financial planning and efficient retirement strategy, helping clients pursue financial flexibility through portfolio management and ongoing advice. The team offers LPL Financial’s Guided Wealth Portfolios—an algorithm-based, centrally managed model program powered by FutureAdvisor—and shares weekly market and economic commentary from LPL Research. Advisors have been recognized as Forbes Best-In-State Wealth Advisors in Louisiana (2021–2024) and by AdvisorHub as fast-growing.
Reported data analysis
What the numbers show
Between December 26, 2025 and March 4, 2026, reported AUM increased 7.5%, from $346.6M to $372.5M.
Across 5 reported observations, AUM increased 66.8% between August 29, 2022 and March 4, 2026, from $223.3M to $372.5M.
Of the latest reported AUM, 97.9% is discretionary and 2.1% is non-discretionary.
The firm reports 5 advisory representatives and 653 clients, or 130.6 clients per representative. That equates to $570.5K in reported AUM per client.
The profile lists 3 reported office locations and 4 years in operation. The source data was last updated on March 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
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- Technology
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Owner & Executives
PAUL VINCENT SALTAFORMAGGIO
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #4599534
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Robert Kestyn
Wealth Advisor
- CRD
- #7151821
BILLY J MITCHELL
Financial Advisor
- CRD
- #5915151
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $364,706,455 | $343,092 |
| Non-Discretionary | $7,830,337 | $1,305,056 |
| Total | $372,536,792 | $348,491 |
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Separately Managed Accounts
SMA allocation detail is available
Hibernia Wealth Partners, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Hibernia Wealth Partners, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.