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, 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
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 1MICHAEL CHRISTY
Chief Executive OfficerCRD 4529168
Contacts
3 of 3JOSEPH MITCHELL
Managing DirectorCRD 4921050
JASON REEVES
Managing Director, Head of Wealth ManagementCRD 6297093
JAMES CHURCHILL
Managing DirectorCRD 5141016
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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