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Founder, Managing Member and Chief Compliance Officer · Passport Wealth Management

Daniel J. Tobias

CRD 6365351 · Named on Form ADV at one SEC-registered adviser

At a glance

Passport Wealth Management, an SEC-registered wealth manager based in Cornelius, NC with $115 million in regulatory assets, lists Daniel J. Tobias on its Form ADV as Founder, Managing Member and Chief Compliance Officer, a control person.

Firms and roles

  • Passport Wealth ManagementFounder, Managing Member and Chief Compliance OfficerWealth manager · Cornelius, NC · $115M in regulatory assets

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.