Adviser Profile
| As of Date | 11/27/2025 |
| Registration status | Registration Changed to PASSPORT WEALTH MANAGEMENT LLC |
| ADV Location | CORNELIUS, NC, United States |
| Contact Info | (70 xxxxxxx |
| Websites |
| AUM* | 112,309,748 56% |
| of that, discretionary | 101,375,628 47% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 287,237 28% |
| % High Net Worth | 39.73% 17% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds