Consortium Private Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Flat fees up to $30,000 for financial planning and consulting services
$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
Up to $500 per hour for financial planning and consulting services
Fee-only: Hourly fees up to $500/hour; Flat fees up to $30,000; 50% retainer required
Main office
1000 Caruso Blvd, Ste 425
Slidell LA 70461
Advisors at this office
5
Most active in
Louisiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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.
Michael C
Slidell, LA
Consortium Private Wealth LLC
Michael Christy is a financial advisor with Consortium Private Wealth LLC and holds 18 years of industry experience. He serves as Chairman and CEO of The Consortium, LLC, a business involved in fixed life insurance and group benefits sales. Christy has worked at several firms including Ameritas Investment Corp. and Mass Mutual Investors Services. Consortium Private Wealth LLC caters primarily to high-net-worth individuals, trusts, retirement plans, and corporate clients. The firm employs a multi-advisor team approach with a focus on non-discretionary portfolio management and provides a range of services including asset management, financial planning, retirement plan consulting, and specialized corporate and tax-oriented planning.
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.
Eric H
Series 63, Series 66
Slidell, LA
Consortium Private Wealth LLC
Eric Hite is a financial advisor at Consortium Private Wealth LLC with 18 years of industry experience. His prior roles include positions at Crown Capital Securities LP, ValMark Securities, Inc., Valmark Advisers, Inc., and Questar Capital Corporation. He holds Series 63 and Series 66 licenses. Consortium Private Wealth LLC serves high-net-worth individuals, trusts, employee retirement plans, and corporate clients with a focus on tailored asset management, financial planning, and consulting services. The firm primarily manages non-discretionary portfolios and offers a range of corporate and tax-oriented planning services.
James C
Series 66
Slidell, LA
Consortium Private Wealth LLC
James Churchill Jr. is a financial advisor at Consortium Private Wealth LLC with 11 years of industry experience. He holds a Series 66 designation and has worked with Consortium Private Wealth since 2024, following prior roles including at The Consortium, LLC and Uber. Consortium Private Wealth LLC serves high-net-worth individuals, trusts, employee retirement plans, and corporate clients, focusing on tailored asset management and comprehensive financial planning. The firm is notable for managing primarily non-discretionary portfolios within a small client base and offering specialized corporate and tax-oriented planning services.
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