PASSPORT WEALTH MANAGEMENT

Overview

Passport Wealth Management is an independent registered investment adviser structured as a limited liability company that serves individuals and families. The firm combines financial planning with portfolio management for individuals and small businesses, and it lists pension consulting among its advisory services. Its fee model is a mix of percentage-of-AUM and fixed fees, and the adviser manages client relationships largely on a discretionary basis. Investment preferences tilt toward public equities: the ADV shows a clear preference for exchange-traded equities as the primary portfolio sleeve. The firm uses mutual funds for some core exposures and supplements public holdings with allocations to third‑party alternative managers, specifically collateralized debt strategies. Passport Wealth Management does not identify as an active ESG investor and handles custody predominantly through a national custodian relationship rather than acting as a capital allocator to external funds directly.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices