BASE WEALTH MANAGEMENT LLC

BASE WEALTH MANAGEMENT LLC of LAKEWOOD RANCH, FL is an SEC-registered investment adviser (CRD 321991). Regulatory assets under management: $326.3M.

Registration

• CRD: 321991
• SEC file number: 801-126672
• Type: Registered investment adviser
• Location: 7301 MERCHANT COURT, SUITE A, LAKEWOOD RANCH, FL, 34240
• Phone: 941-203-6040
• Latest filing: 2026-03-24
• Regulatory AUM: $326.3M
• Discretionary AUM: $326.3M
• Clients: 15
• Accounts: 2,254

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (3)

Branch offices (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321991 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search