Investment adviser · CRD 325038
CONSORTIUM PRIVATE WEALTH LLC
Investment adviser filing (IA)
MANDEVILLE, LA, United States · Form ADV filed Nov 28, 2023
- Regulatory AUM
- $4M Form ADV · Item 5.F
- Client accounts
- 8 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 8 | $4,000,000 | 100.0% |
Filing source
Form ADV 1794530 · Nov 28, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 28, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
800 N CAUSEWAY BLVD, STE 2BMANDEVILLE, LA, 70448, United States
CRD 325038
Filing source
Form ADV 1794530 · Nov 28, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.