PASSPORT WEALTH MANAGEMENT LLC
Doing business as PASSPORT WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$115,333,521
Discretionary
$104,643,789
Non-discretionary
$10,689,732
Firm details
- CRD number
- 297449
- SEC file number
- 801-134799
- Main office
- CORNELIUS, NC, United States
- Employees
- 3
- SEC status
- Approved
- Website
- http://passportwm.com
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.