PASSPORT WEALTH MANAGEMENT LLC
Legal name: PASSPORT WEALTH MANAGEMENT
CRD #297449 SEC #801-134799 CORNELIUS, NC (704) 457-0060
SEC Registered
Total AUM
$112.3M
Discretionary
$101.4M
Employees
2
Clients
51
Accounts
391
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $112.3M | $101.4M | $10.9M | 2 | 0 |
| Oct 2025 | $112.3M | $101.4M | $10.9M | 2 | 0 |
DateNov 2025
Total AUM$112.3M
Discretionary$101.4M
Non-Disc.$10.9M
Employees2
Clients0
DateOct 2025
Total AUM$112.3M
Discretionary$101.4M
Non-Disc.$10.9M
Employees2
Clients0