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Employer firm

Hibernia Wealth Partners, LLC CRD 319509

$373M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Hibernia Wealth Partners, Llc

6700 Jefferson Hwy. Building 4, Suite B, Baton Rouge, LA 70806 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-11-03
LA RA APPROVED 2022-07-29
  • AL RA
    APPROVED
    Since 2025-11-03
  • LA RA
    APPROVED
    Since 2022-07-29

Branch Locations

Harvest, AL • United States

6700 Jefferson Hwy. Building 4, Suite B, Baton Rouge, LA 70806 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 12/2016 11/2017
Pinnacle Entertainment Baton Rouge LA 09/2012 12/2016
Unemployed Baton Rouge LA 11/2017 03/2018
Lpl Financial Llc Baton Rouge LA 02/2018 Present
Stratos Wealth Partners, Ltd Baton Rouge LA 02/2018 07/2022
Stratos Wealth Partners, Ltd Baton Rouge LA 06/2019 07/2022
Hibernia Wealth Partners Baton Rouge LA 02/2022 Present
Hibernia Wealth Management Baton Rouge LA 08/2019 Present
  • 12/2016 → 11/2017
    St Louis, MO
  • 09/2012 → 12/2016
    Pinnacle Entertainment
    Baton Rouge, LA
  • 11/2017 → 03/2018
    Unemployed
    Baton Rouge, LA
  • 02/2018 → Present
    Lpl Financial Llc
    Baton Rouge, LA
  • 02/2018 → 07/2022
    Baton Rouge, LA
  • 06/2019 → 07/2022
    Baton Rouge, LA
  • 02/2022 → Present
    Hibernia Wealth Partners
    Baton Rouge, LA
  • 08/2019 → Present
    Hibernia Wealth Management
    Baton Rouge, LA
Previous Registrations
Other Businesses

1) 03/01/2018 - Hibernia Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 02/2018 - 160 hr/mth 2) 09/12/2022 - Hibernia Wealth Management - Invested Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid -IAR - Start Date - 08/01/2022 - 173 Hours Per Month/173 Hours During Securities Trading 3) 2/24/2023 - Hibernia Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 01/18/2023 - 173 Hours Per Month/173 Hours During Securities Trading - I provide investment advisory services through Hibernia Wealth Partners, an independent investment advisor firm. I started this business activity in 01/2023. I expect to spend approximately 173 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-27
  • S66 Uniform Combined State Law Examination
    2017-04-27
Other Names
  • Taylor Blaine West
  • Taylor West

View on SEC IAPD

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