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⚲
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| Passport Wealth Management LLC
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|
|
|---|---|
| CRD # | 297449 |
| SEC # | 801-134799 |
| CIK # | |
| AUM | $115.3 M (2026-02-09) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 704-457-0060 |
| Address | 17505 W Catawba Ave 200 Cornelius, NC 28031 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 25.4 |
| (b) Individuals (high net worth individuals) | 31 | 89.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 409 | 115.3 |
| By Discretionary | ||
| Discretionary | 377 | 104.6 |
| Non-Discretionary | 32 | 10.7 |
| Total | 409 | 115.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.8 | |
| United States Persons | 106.5 | |
| Total | 409 | 115.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Portfolio Advisory Group Inc
✚
|
VA | 0.1 |
|
Inukshuk Capital Management Inc
✚
|
0.1 | |
|
McCormack Financial Planning Inc
✚
|
GA | 0.1 |
|
Rees Wealth Management LLC
✚
|
FL | 0.1 |
|
Wealth Compass Financial Inc
✚
|
CA | 0.1 |
|
Pariax LLC
✚
|
CA | 0.1 |
|
Revolution Partners LLC
✚
|
0.1 | |
|
Lightedway Advisory Services Inc
✚
|
NY | 0.1 |
|
Capstone Wealth Partners Ltd
✚
|
OH | 0.1 |
|
Green Ocean Global Advisors LLC
✚
|
CA | 0.1 |