Hibernia Wealth Partners, Llc
- Regulatory AUM
- $373M
- Discretionary
- $365M
- Clients
- 653
- Avg AUM / client
- $571K
- Accounts
- 1,069
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 393 | $79.3M | 21.3% |
| High net worth individuals | 230 | $272M | 73.1% |
| Pension and profit sharing plans | 21 | $14.2M | 3.82% |
| Charitable organizations | 2 | $445K | 0.12% |
| Corporations and other businesses | 6 | $3.2M | 0.85% |
| Other | 1 | $3.1M | 0.82% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul Vincent Saltaformaggio | Managing Member/Cco | Mar 2022 (4y) | 75% or more | |
| Jonathan Franz Smith | Registered representative | Jul 2022 (4y) | ||
| Robert Kestyn | Registered representative | Jul 2022 (4y) | ||
| Taylor Blaine West | Registered representative | Jul 2022 (4y) | ||
| William Daniel Saplicki | Registered representative | Feb 2024 (3y) | ||
| John Garrett Webb | Registered representative | Aug 2024 (2y) | ||
| Billy J Mitchell | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/04/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- LPL Financial $342M (92% of AUM) Mar 2026
- Charles Schwab & Co. $44.1M (13% of AUM) Dec 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 04, 2026.
View current Form ADV (SEC/IAPD) ↗