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Building 2PASSPORT WEALTH MANAGEMENT

Map pinCORNELIUS, NC
Phone(704) 457-0060
NotebookSEC #801-134799
Total AUM
$115.3M
Employees
3
Clients
78

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
17505 W CATAWBA AVE #200
CORNELIUS
NC 28031
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(704) 457-0060

ReceiptFinancials

Total AUM
$115.3M
Accounts
409
Discretionary
$104.6M
Accounts
377
Non-Discretionary
$10.7M
Accounts
32

ContactClients

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Individual Clients
46
AUM
$25.4M
HNW Individual Clients
31
AUM
$89.9M
Charitable Organization Clients
1
AUM
$54.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
TAX PREPARATION SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCNHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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