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Base Wealth Management LLC

● SEC registered since 2022CRD 321991SEC# 801-126672Lakewood Ranch, FL
Export (members)
Reg. AUM
$269.9M
Employees
10
Accounts
1,931
Location
Lakewood Ranch, FL

Base Wealth Management LLC assets under management

Base Wealth Management LLC is a registered investment adviser overseen by the SEC based in Lakewood Ranch, FL. The firm has been registered since 2022. It reports $269.9 million in regulatory assets under management and employs 10 people.
www.linkedin.com/company/base-wealth-managementView on SEC.gov ↗

Base Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Daniel Francis Dilascia ControlOwner / Member And CcoOver 75%2022

Frequently asked questions

How much does Base Wealth Management LLC manage?

Base Wealth Management LLC reports $269.9 million in regulatory assets under management on its Form ADV.

How many employees does Base Wealth Management LLC have?

Base Wealth Management LLC reports 10 employees.

Where is Base Wealth Management LLC located?

Base Wealth Management LLC is based in Lakewood Ranch, FL and has been SEC-registered since 2022.

Does Base Wealth Management LLC disclose fund performance?

Base Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7301 Merchant Court, Suite a, Lakewood Ranch, FL 34240
Phone941-203-6040
Fax941-867-4930
Office hours9 a.m. - 5 p.m.
SEC regionMiami Regional Office (MIRO)
CIK2083977
Discloses disciplinary historyNo

Assets under management

Discretionary$269.9M
Non-discretionary$0
Total (RAUM)$269.9M