BASE WEALTH MANAGEMENT LLC
Doing business as BASE WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$326,333,445
Discretionary
$326,333,445
Non-discretionary
$0
Firm details
- CRD number
- 321991
- SEC file number
- 801-126672
- Main office
- LAKEWOOD RANCH, FL, United States
- Employees
- 15
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.