Passport Wealth Management
Passport Wealth Management is an SEC-registered wealth manager in Cornelius, NC with $115.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Passport Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297449, SEC 801-134799, data through 2026-02-09.
- AUM (assets under management / regulatory AUM)
- $115.3M (2026-02-09)
- Firm type
- Wealth Manager
- Location
- Cornelius, NC
- Employees
- 3
- Clients
- 77
- CRD
- 297449
- Ownership
- TOBIAS, DANIEL, JOSHUA
How much AUM does Passport Wealth Management have?
Passport Wealth Management reported $115.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-09).
Who owns Passport Wealth Management?
Disclosed owners and executives of Passport Wealth Management include TOBIAS, DANIEL, JOSHUA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.