Passport Wealth Management

Overview

Passport Wealth Management is an independent, individually owned RIA that provides advisory services to individuals and families. The firm lists financial planning, portfolio management for individuals and small businesses, and pension consulting among its advisory offerings. It charges clients through a mix of percentage-of-AUM and fixed fees. Passport is not positioned as a capital allocator and does not market itself as an active ESG investor; it currently operates as a single-state adviser. The firm's SEC registration is listed for 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives