CONSORTIUM PRIVATE WEALTH LLC

RIASEC RegisteredEst. 2023
Total AUM
$650K
Discretionary
$0
0% of AUM
Avg account
$54.2K
Accounts
12
Employees
4
Advisory reps
4

Firm details

Headquarters
SLIDELL, Louisiana
CRD number
325038
Registered since
February 24, 2023
Custodians
LPL FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Consortium Private Wealth LLC is an independent, owner-operated registered investment adviser organized as an LLC and SEC-registered in 2023. The firm serves individual and family clients and positions itself as a capital allocator, offering a mix of financial planning and discretionary and non-discretionary portfolio management. Stated advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements are flexible and include a percentage of assets under management, hourly charges, and fixed fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, State & Local Bonds 10%, Public Funds/Mutual Funds 10%80%
  • Exchange Traded Equities80%
  • State & Local Bonds10%
  • Public Funds/Mutual Funds10%

Owners & executives

1 of 1
  • MICHAEL CHRISTY

    Chief Executive OfficerCRD 4529168

Contacts

3 of 3
  • JOSEPH MITCHELL

    Managing DirectorCRD 4921050

  • JASON REEVES

    Managing Director, Head of Wealth ManagementCRD 6297093

  • JAMES CHURCHILL

    Managing DirectorCRD 5141016

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SLIDELL, LA

SAINT TAMMANY

Location

SLIDELL, LA

Headquartered in SLIDELL, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.

Metro area
New Orleans-Metairie-Hammond, LA-MS
Region
South
County
SAINT TAMMANY
Address
1000 Caruso Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth