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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TOBIAS, DANIEL, JOSHUA | I | CCO | E | Control |
| TOBIAS, DANIEL, JOSHUA | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Nov 25, 2025 REGISTERED
Notice Filings (3)
NC NH TX
Address
17505 W CATAWBA AVE #200CORNELIUS, NC 28031
United States
Phone: (704) 457-0060