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PASSPORT WEALTH MANAGEMENT

PASSPORT WEALTH MANAGEMENT LLC

CRD 297449 · SEC 801-134799

Visit website

17505 W CATAWBA AVE #200, CORNELIUS, NC, 28031, United States

Phone

(704) 457-0060

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$115.3M

Discretionary AUM

$104.6M

Team

3 total employees; 2 advisory reps; 1 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingTAX PREPARATION SERVICES

Client types

TypeClientsAUM
Individuals46$25.4M
High net worth individuals31$89.9M

States served

NC, TX, NH

All web addresses on file

Official SEC filing: View on IAPD