Fee-only adviser · Slidell, LA
Consortium Private Wealth LLC
Consortium Private Wealth LLC is a fee-only investment adviser registered with the securities regulator of Louisiana, with its main office in Slidell, Louisiana. On its latest Form ADV, filed February 26, 2026, it reports $650K in regulatory assets under management, 10 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Louisiana |
|---|---|
| Firm CRD number | 325038 · SEC file 801-127380 |
| Office | 1000 Caruso Blvd Ste 425 Slidell, LA 70461 |
| Phone | (800) 980-5601 |
| Website | www.consortiumadvice.com |
| Regulatory assets under management | $650K |
| Individual clients | 0 non-high-net-worth, 10 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 26, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Nearby
- Abita Springs 1 firm
- Mandeville 3 firms
- Chalmette 1 firm
- New Orleans 16 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Consortium Private Wealth LLC? Update this listing.