CRD: 325038
Consortium Private Wealth LLC
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- Custodian
- Ameritas · Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-24-2023
- Office Locations
- 1
Office Locations
About Consortium Private Wealth LLC
Consortium Private Wealth provides holistic financial and wealth planning plus benefits and insurance planning for individuals, families, and business owners, including retirement income, succession, tax minimization, and estate planning. The firm uses an open-architecture “four pillars” process with attorney and CPA support and builds risk- and time-horizon–aligned portfolio strategies, often implemented with ETFs; custody includes Charles Schwab and LPL.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL BRYAN CHRISTY
Financial Planner, Managing Member
- CRD
- #4529168
- Ownership
- 75% or more
JOSEPH ANTHONY MITCHELL JR
Chief Compliance Officer, Managing Member
- CRD
- #4921050
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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JAMES ALLEN CHURCHILL JR.
--
- CRD
- #5141016
ERIC KURT HITE
--
- CRD
- #4247714
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $650,355 | $500,000 |
| Total | $650,355 | $500,000 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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