Overview
Assets Under Management: $115 million
Headquarters: CORNELIUS, NC
High-Net-Worth Clients: 31
Average Client Assets: $2.9 million
Frequently Asked Questions
PASSPORT WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #297449), PASSPORT WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
PASSPORT WEALTH MANAGEMENT is headquartered in CORNELIUS, NC.
PASSPORT WEALTH MANAGEMENT serves 31 high-net-worth clients according to their SEC filing dated February 09, 2026. View client details ↓
According to their SEC Form ADV, PASSPORT WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
PASSPORT WEALTH MANAGEMENT manages $115 million in client assets according to their SEC filing dated February 09, 2026.
According to their SEC Form ADV, PASSPORT WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.95%
Average Client Assets: $2.9 million
Total Client Accounts: 409
Discretionary Accounts: 377
Non-Discretionary Accounts: 32
Regulatory Filings
CRD Number: 297449
Filing ID: 2051563
Last Filing Date: 2026-02-09 10:35:42