Consortium Private Wealth Llc
- Regulatory AUM
- $650K
- Discretionary
- $0
- Clients
- 10
- Avg AUM / client
- $65.0K
- Accounts
- 12
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 10 | $650K | 100.0% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Darryl Norman Mierl | Managing Member | Feb 2023 (4y) | 25% – 50% | |
| Michael Bryan Christy | Managing Member & Chief Compliance Officer | Feb 2023 (4y) | 50% – 75% | |
| Joseph Anthony Mitchell | Registered representative | CFP Chartered Financial Consultant | Jan 2025 (2y) | |
| James Allen Churchill | Registered representative | May 2025 (1y) | ||
| Jason Timothy Reeves | Registered representative | Aug 2025 (1y) | ||
| Eric Kurt Hite | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/26/2026 | 991 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- LPL Financial $650K (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 26, 2026.
View current Form ADV (SEC/IAPD) ↗