Consortium Private Wealth LLC

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Client assets under management

$650,355

Clients

100% high-net-worth

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

$65,036

About

Consortium Private Wealth LLC focuses on high‑net‑worth individuals and also serves trusts, employee retirement plans and corporate clients; the firm does not engage non‑HNW individual clients and reports a small client roster (10 clients) with $650,355 in assets under management across a four‑adviser team. Its service offerings include asset management (with access to individual securities, ETFs, options, mutual funds and private securities), financial planning and consulting (covering retirement, estate, tax and specialized services such as cost segregation studies), retirement plan consulting, and referrals to third‑party money managers.

Portfolios are tailored to client objectives and may be implemented through sub‑advisors; the firm describes ongoing monitoring, periodic rebalancing and a mix of analytical methods (fundamental, technical, sector, duration constraints and qualitative analysis). Unlike most team firms, the majority of its advisory assets are handled on a non‑discretionary basis—clients generally retain trade approval—and accounts are reviewed at least annually with verbal client contact on a quarterly basis.

What is uncommon about the firm is the combination of a multi‑advisor team with a very small client base and modest reported AUM, together with a primary reliance on non‑discretionary mandates, which differs from typical team firms that manage discretionary portfolios. The brochure also notes practice features that stand out for a firm of this profile: a range of corporate and tax‑oriented planning services (e.g., corporate structure and lines‑of‑credit evaluations), the dual role of representatives as insurance agents, and a custody recommendation for LPL Financial or Charles Schwab while the firm does not accept proxy‑voting authority.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management

Fee options

Fixed

Flat fees up to $30,000 for financial planning and consulting services

Percentage

$0+: up to 2.00% annually for Asset Management accounts $0+: up to 3.00% annually total for accounts using Third Party Managers (maximum 2.00% to firm plus maximum 1.00% to third party manager) $0+: up to 1.00% annually for Retirement Plan Consulting based on plan assets

Project-based

Up to $500 per hour for financial planning and consulting services

Other

Fee-only: Hourly fees up to $500/hour; Flat fees up to $30,000; 50% retainer required

Main office location

Consortium Private Wealth LLC

1000 Caruso Blvd, Ste 425

Slidell LA 70461, United States

Number of offices

Most active in

Louisiana

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 800-980-5601

Advisors at this firm

Jason R

Series 66

Slidell, LA

Consortium Private Wealth LLC

Jason Reeves is a financial advisor with Consortium Private Wealth LLC and holds a Series 66 designation. He has eight years of industry experience and has worked at firms including Cetera Investment Services LLC, Regions Bank, and Equitable Advisors LLC. Outside of his advisory role, he is involved in residential housing research for an LLC focused on home renovation and rental. Consortium Private Wealth LLC serves high-net-worth individuals, trusts, employee retirement plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm manages a small client roster with a multi-advisor team and emphasizes non-discretionary portfolio management tailored to client objectives.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management

Joseph M

CFP®, ChFC®, Series 66

Slidell, LA

Consortium Private Wealth LLC

Joseph Mitchell is a financial advisor at Consortium Private Wealth LLC with 19 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at Pruco Securities, LLC and Prudential Insurance Company of America from 2011 to 2023. Consortium Private Wealth LLC serves high-net-worth individuals, trusts, employee retirement plans, and corporate clients with a small client roster managed by a four-advisor team. The firm emphasizes tailored portfolios, primarily on a non-discretionary basis, and offers comprehensive financial planning, asset management, and specialized corporate and tax-oriented services.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management

James C

Series 66

Slidell, LA

Consortium Private Wealth LLC

James Churchill Jr. is a financial advisor at Consortium Private Wealth LLC with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities LLC, and Uber. Consortium Private Wealth LLC serves high-net-worth individuals, trusts, employee retirement plans, and corporate clients. The firm offers asset management, financial planning, retirement plan consulting, and referrals to third-party money managers, with a distinctive approach that emphasizes non-discretionary portfolios and a small client roster managed by a multi-advisor team.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management

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