AUMdb

Hibernia Strategies Inc.

State-registered Wealth Manager · Boutique (under $100M) CRD 330420 · West Chester, PA · www.Hiberniasales.com
☆ Save with Pro ADV data as of Sep 24, 2026
Regulatory AUM
$2.3M
Discretionary
$2.3M
Clients
3
Avg AUM / client
$774K
Accounts
3
Employees
1

AUM over time

$2.3M $2.3M
Aug 31, 2026 Sep 24, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Sep 24, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 2 $1.7M 72.0%
Other 1 $650K 28.0%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Timothy Ireland Registered representative Mar 2025 (2y)

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)

FormPeriodSize
Form ADV (full filing) 03/14/2025 984 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

  • • Performance-based fees
  • • Other fees
  • • SOLICITOR FOR FEDERAL ADVISORS

Services

  • • Portfolio management for individuals/small businesses
  • • Portfolio management for businesses/institutional clients

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 24, 2026.

View current Form ADV (SEC/IAPD) ↗