Overview
Assets Under Management: $270 million
Headquarters: LAKEWOOD RANCH, FL
High-Net-Worth Clients: 47
Average Client Assets: $2 million
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