Passport Wealth Management LLC

Cornelius, NC

North Carolina

Registered In

05/18/2018

Incorp. Date

Company Summary

Passport Wealth Management LLC at 17505 W Catawba Ave # 200, Cornelius, Nc 28031 lists Daniel J Tobias of Cornelius, NC as the associate.

Registered In: North Carolina
Incorporation Date: 05/18/2018
Registration Type: Domestic
Company Type: Limited Liability Company
Status: Current-Active
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Tobias, Daniel Registered Agent	17505 W CATAWBA AVE # 200, CORNELIUS, NC 28031
Daniel J Tobias Managing Member	17505 W CATAWBA AVE # 200, CORNELIUS, NC 28031

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17505 W CATAWBA AVE # 200, CORNELIUS, NC 28031 View Map

Financial Information for Passport Wealth Management LLC

Form 5500

PASSPORT WEALTH MANAGEMENT LLC

17505 W Catawba Ave #200, Cornelius, Nc 28031 (704) 727-2465 EIN:83-0598155 Plan Admin:Administrative Group, Llc Dba Tag Resources

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NamePASSPORT WEALTH MANAGEMENT 401K PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $15,836	2022	PASSPORT WEALTH MANAGEMENT 401K PLAN - Plan #001	2 / 2	$0 / $15,836

Benefit & Retirement Plans based on Form 5500.

PPP Loans

PASSPORT WEALTH MANAGEMENT LLC

STE 280 17505 W Catawba Ave, Cornelius, Nc 28031

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$10,000 Forgiven$10,086 LenderCross River Bank Jobs1	05/01/2020	$10,000	$10,086	Cross River Bank	1

PPP Loans based on Paycheck Protection Program.

Address Match:17505 W Catawba Ave Cornelius, NC

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The following government agencies have contributed data:

North Carolina Secretary of State U.S. Department of Labor U.S. Small Business Administration

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