Key facts
- PASSPORT WEALTH MANAGEMENT is a other based in CORNELIUS, NC.
- PASSPORT WEALTH MANAGEMENT reports $8.8M in regulatory assets under management, per its SEC Form ADV (2026-02).
Registered with the SEC
Form ADV · 2026-02 · CRD 297449- Regulatory AUM
- $8.8M
- Private fund assets
- —
- Private funds
- —
- Staff
- 3
- Registered office
- CORNELIUS, NC
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as PASSPORT WEALTH MANAGEMENT LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for PASSPORT WEALTH MANAGEMENT are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is PASSPORT WEALTH MANAGEMENT's AUM?
- PASSPORT WEALTH MANAGEMENT manages approximately $8.8M in assets.