PASSPORT WEALTH MANAGEMENT

PASSPORT WEALTH MANAGEMENT of CORNELIUS, NC is an SEC-registered investment adviser (CRD 297449). Regulatory assets under management: $115.3M.

Registration

• CRD: 297449
• SEC file number: 801-134799
• Type: Registered investment adviser
• Location: 17505 W CATAWBA AVE #200, CORNELIUS, NC, 28031
• Phone: (704) 457-0060
• Latest filing: 2026-02-09
• Regulatory AUM: $115.3M
• Discretionary AUM: $104.6M
• Non-discretionary AUM: $10.7M
• Clients: 3
• Accounts: 409

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Other.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297449 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search