Base Wealth Management
Base Wealth Management is an SEC-registered mass-market adviser in Lakewood Ranch, FL with $326.3M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Base Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 321991, SEC 801-126672, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $326.3M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- Lakewood Ranch, FL
- Employees
- 15
- Clients
- 862
- CRD
- 321991
- Ownership
- DILASCIA, DANIEL, FRANCIS; Leonard, Nuala
How much AUM does Base Wealth Management have?
Base Wealth Management reported $326.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Base Wealth Management?
Disclosed owners and executives of Base Wealth Management include DILASCIA, DANIEL, FRANCIS, Leonard, Nuala. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.