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Passport Wealth Management LLC

● SEC registered since 2025CRD 297449SEC# 801-134799Cornelius, NC
Export (members)
Reg. AUM
$112.3M
Employees
2
Accounts
391
Location
Cornelius, NC

Passport Wealth Management LLC assets under management

Passport Wealth Management LLC is an investment advisory firm registered with the SEC based in Cornelius, NC. The firm has been registered since 2025. It reports $112.3 million in regulatory assets under management and employs 2 people.
passportwm.comView on SEC.gov ↗

Passport Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Daniel Joshua Tobias ControlManaging Member And Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does Passport Wealth Management LLC manage?

Passport Wealth Management LLC reports $112.3 million in regulatory assets under management on its Form ADV.

How many employees does Passport Wealth Management LLC have?

Passport Wealth Management LLC reports 2 employees.

Where is Passport Wealth Management LLC located?

Passport Wealth Management LLC is based in Cornelius, NC and has been SEC-registered since 2025.

Does Passport Wealth Management LLC disclose fund performance?

Passport Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address17505 W Catawba Ave #200, Cornelius, NC 28031
Phone(704) 457-0060
Office hoursBy Appointment Only
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$101.4M
Non-discretionary$10.9M
Total (RAUM)$112.3M