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| Keyboard |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 (8 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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VA | 115.8 M |
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Inukshuk Capital Management Inc
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115.7 M | |
|
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|
Rees Wealth Management LLC
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|
Wealth Compass Financial Inc
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|
Pariax LLC
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|
Revolution Partners LLC
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115.1 M | |
|
Lightedway Advisory Services Inc
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|
NY | 115.0 M |
|
Capstone Wealth Partners Ltd
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|
OH | 114.9 M |
|
Green Ocean Global Advisors LLC
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