CONSORTIUM PRIVATE WEALTH LLC
Adviser information for CONSORTIUM PRIVATE WEALTH LLC last updated from Form ADV on November 28th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Louisiana, United States |
Employees
Total Number of Employees | 5 |
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Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 1 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 5 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 0 | $0 |
Non-Discretionary | 8 | $4.0M |
Total | 8 | $4.0M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 8 | $4.0M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
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No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
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Compensation | % of AUMHourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-127380 |
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SEC ERA File Number | 801-127380 |
SEC CIK Numbers | None |
SEC CRD Numbers | 325038 |
Legal Entity Identifier | None |
Principal Office
800 N CAUSEWAY BLVDSTE 2B
MANDEVILLE
LA
United States
Monday - Friday, 9AM - 5PM
Tel: 800-980-5601, Fax: None
Chief Compliance Officer
MICHAEL B. CHRISTY
MANAGING MEMBER
800 N CAUSEWAY BLVD
STE 2B
MANDEVILLE
LA
United States
Tel:
800-980-5601
M******@*******************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
CHRISTY, MICHAEL, BRYAN | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 02/2023 | 50-75% |
MIERL, DARRYL, NORMAN | Individual | – | MANAGING MEMBER | 02/2023 | 25-50% |