firm profile
Passport Wealth Management
Overview
Passport Wealth Management is an SEC registered investment adviser based in Cornelius, NC, registered since 2018. It reports $115M in assets under management across 409 accounts, with 3 employees. It has 2 investment adviser representatives.
- Reported AUM
- $115M
- Discretionary
- 91%
- Accounts
- 409
- Average account
- $282K
- Employees
- 3
- Advisory reps
- 2
- Registered since
- 2018
- Jurisdictions
- 3
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets
Executive officers 1 of 1
- Daniel Joshua Tobias Managing Member, Chief Compliance Officer CRD 6365351
Advisory reps 2 of 2
- Christopher Thomas Lee Investment Adviser Rep CRD 7143944
- Daniel Joshua Tobias Investment Adviser Rep CRD 6365351
Location
- Headquarters
- 17505 W Catawba Ave Ste 200
Cornelius, NC 28031 - County
- Mecklenburg
- Metro area
- Charlotte-Concord-Gastonia, NC-SC
- Region
- South
Registrations
- SEC registered
- Registered in 3 jurisdictions
- Website: passportwm.com
Every state, with registration dates
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