Consortium Private Wealth LLC
Firm details
- Headquarters
- Slidell, Louisiana
- CRD number
- 325038
- Registered since
- February 24, 2023
- Website
- www.consortiumadvice.com
- 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
FINTRXOverview
Consortium Private Wealth LLC is an independent, Louisiana-registered wealth advisory firm organized as an LLC and owned by an individual principal. The firm serves individuals and families and states a blended fee approach that includes a percentage-of-assets fee, hourly billing, and fixed fees. Core advisory offerings listed by the firm include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and (per its filings) pension consulting services. Consortium identifies itself as a capital allocator and is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- State & Local Bonds10%
- Public Funds/Mutual Funds10%
Owners & executives
1 of 1
Michael Christy
Chief Executive OfficerCRD 4529168
Contacts
3 of 4
Eric Hite
Financial ConsultantCRD 4247714
Jason Reeves
Managing Director, Head of Wealth ManagementCRD 6297093
Joseph Mitchell
Managing DirectorCRD 4921050
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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