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BASE WEALTH MANAGEMENT
BASE WEALTH MANAGEMENT LLC
CRD 321991 · SEC 801-126672
7301 MERCHANT COURT, SUITE A, LAKEWOOD RANCH, FL, 34240, United States
Phone
941-203-6040
Fax
941-867-4930
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$326.3M
Discretionary AUM
$326.3M
Team
15 total employees; 9 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 835 | $247.2M |
| High net worth individuals | 26 | $78.9M |
| Charitable organizations | 1 | $276K |
States served
CA, GA, MI, NY, NC, OH, PA, TN, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD