Overview
Assets Under Management: $270 million
Headquarters: LAKEWOOD RANCH, FL
High-Net-Worth Clients: 47
Average Client Assets: $2 million
Frequently Asked Questions
BASE WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #321991), BASE WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
BASE WEALTH MANAGEMENT LLC is headquartered in LAKEWOOD RANCH, FL.
BASE WEALTH MANAGEMENT LLC serves 47 high-net-worth clients according to their SEC filing dated February 21, 2025. View client details ↓
According to their SEC Form ADV, BASE WEALTH MANAGEMENT LLC offers financial planning and portfolio management for individuals. View all service details ↓
BASE WEALTH MANAGEMENT LLC manages $270 million in client assets according to their SEC filing dated February 21, 2025.
According to their SEC Form ADV, BASE WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.29
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,931
Discretionary Accounts: 1,931
Regulatory Filings
CRD Number: 321991
Last Filing Date: 2025-02-21 00:00:00
Website: https://basewealthmanagement.com