$115.3M Total AUM
$104.6M Disc. AUM
-- 3Y CAGR
3 Employees
78 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- CapitalQuantum +more
- Established Date
- 07-11-2018
- Office Locations
- 1
Office Locations
17505 W Catawba AVE #200 Cornelius NC
About Passport Wealth Management
Passport Wealth Management is a fee-only firm with a CFP(R) professional team delivering holistic financial planning and investment management, including retirement planning, tax-efficient investing, ESG, and factor-based approaches. They work with entrepreneurs, retirees, and families nationwide (and internationally) from Cornelius, NC, and are affiliated with XY Planning Network and NAPFA.
Team overview
41 AVG AGE
$57.7M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
4.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Zenith unison Vertex Legacy
Client Personas
Wave fusion
CRM
Atlas Legacy ember
Custodian
Frontier atlas Quantum Radial horizon Atlas north Harbor capital Bridge Foundation Vital
Fund Managers
North horizon
Investment Themes
Element meridian Pioneer bridge Vital Glacier Zenith wave
Investment Vehicles
Ember
Platform
Delta
Services
Wave Horizon Horizon ridge Vertex glacier Fusion focus Summit Vertex Focus Insight quantum
Technology
Vertex Horizon oak Legacy delta Pioneer Delta quantum Capital Summit Insight Glacier
Owner & Executives
DANIEL JOSHUA TOBIAS
Chief Compliance Officer, Consultant, Managing Member
- CRD
- #6365351
- Ownership
- 75% or more
(941) 927-2374
delta.atlas@momentumcapital.com
in linkedin.com/in/ridge-vector
Showing 1 of 1 owners & executives
Unlock allContacts
C
Christopher Thomas Lee
--
- CRD
- #7143944
(797) 806-6821
element.harbor@legacycapital.com
in linkedin.com/in/summit-zenith
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $104,643,789 | $277,570 |
| Non-Discretionary | $10,689,732 | $334,054 |
| Total | $115,333,521 | $281,989 |
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Separately Managed Accounts
Total SMA Asset: $115,333,521
Equity - Exchange:
26.1% Public Funds:
34.4% Cash:
39.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $648,159,261 | 26.1% |
| Public Funds | $854,278,873 | 34.4% |
| Cash | $980,930,683 | 39.5% |
| Total | $2,483,368,817 | 100.0% |