Consortium Private Wealth LLC

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.