# Consortium Private Wealth LLC

> Consortium Private Wealth LLC is a state-registered investment advisory firm in Slidell, LA, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.

- CRD: 325038
- Filed as: CONSORTIUM PRIVATE WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Slidell, LA
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325038
- AdvisorCensus page: https://advisorcensus.com/firm/consortium-private-wealth-llc-slidell-la-325038

## Quick answers

**How is Consortium Private Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Consortium Private Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Consortium Private Wealth LLC located?**
Consortium Private Wealth LLC's principal office is in Slidell, LA, according to its Form ADV.

**Is Consortium Private Wealth LLC registered with the SEC or a state?**
Consortium Private Wealth LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325038.

**How much does Consortium Private Wealth LLC manage?**
Consortium Private Wealth LLC reports $650,355 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (0% discretionary).

**How have Consortium Private Wealth LLC's assets and staff changed since 2023?**
In the Form ADV data for Consortium Private Wealth LLC: Regulatory assets under management: $4,000,000 in the October 2023 data and $650,355 in the October 2026 data, down 84%. Total employees: 5 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Consortium Private Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (10).

**Does Consortium Private Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/325038

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $650,355
- Discretionary: $0
- Non-discretionary: $650,355

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 10 | $650,355 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (2 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- consortiumadvice.com
- LinkedIn @CONSORTIUM-PRIVATE-WEALTH-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $4,000,000 | 5 | October 2, 2023 |
| October 2026 | $650,355 | 4 | February 26, 2026 |

Regulatory assets under management: $4,000,000 in the October 2023 data and $650,355 in the October 2026 data, down 84%.
Total employees: 5 in October 2023 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Consortium Private Wealth LLC (CRD 325038): Form ADV filing data as of October 2026.