Passport Wealth Management LLC
● SEC registered since 2025CRD 297449SEC# 801-134799Cornelius, NC
Reg. AUM
$115.3M
Employees
3
Accounts
409
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 $115.3 million in regulatory assets under management and employs 3 people.
Passport Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Joshua Tobias Control | Managing Member And Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Passport Wealth Management LLC manage?
Passport Wealth Management LLC reports $115.3 million in regulatory assets under management on its Form ADV.
How many employees does Passport Wealth Management LLC have?
Passport Wealth Management LLC reports 3 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
| Address | 17505 W Catawba Ave #200, Cornelius, NC 28031 |
| Phone | (704) 457-0060 |
| Office hours | By Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$115.3M▲ 3%
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$115.3Mregulatory AUM
Discretionary $104.6MNon-discretionary $10.7M