# Passport Wealth Management

Passport Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/passport-wealth-management

## Regulatory record

- **CRD number:** 297449
- **SEC file number:** 801-134799
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297449

## About

PASSPORT WEALTH MANAGEMENT is an SEC-registered investment adviser in CORNELIUS, NC, registered since 2025. The firm manages $115 million in assets, $105 million on a discretionary basis. It has 3 employees and 2 investment advisers.

## Questions

### Is Passport Wealth Management a fiduciary?

As a registered investment advisor (RIA), Passport Wealth Management is legally bound to act as a fiduciary under the Investment Advisers Act of 1940. This means the firm must prioritize client interests above its own and disclose any potential conflicts of interest.

### Does Passport Wealth Management serve institutional clients?

While Passport Wealth Management primarily focuses on high-net-worth individuals and families, it also provides services to trusts, estates, and small institutional investors. The firm's advice is customized to each client's specific financial situation.

### How does Passport Wealth Management charge for its services?

Passport Wealth Management operates on a fee-only basis, charging clients a percentage of assets under management (AUM). This model is designed to align the firm's incentives with client portfolio growth and avoid conflicts associated with commission-based compensation.

### What types of financial planning services does Passport Wealth Management offer?

The firm provides comprehensive financial planning services that include retirement planning, tax optimization, estate planning, risk management, and education funding. These services are integrated with the firm's investment management to create cohesive financial strategies.

## Related profiles

- [Lucent Wealth Planning](https://altss.com/profile/lucent-wealth-planning-llc)
- [MADANAT FINANCIAL SERVICES](https://altss.com/profile/madanat-financial-services)

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Last updated: 2026-06-03T20:00:00.000Z

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