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BASE WEALTH MANAGEMENT
Legal name: BASE WEALTH MANAGEMENT LLC
CRD 321991File 801-126672
APPROVED
Retail clients
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$326.3M
Below cohort median (national)
Discretionary AUM
$326.3M
Clients
862
2,254 accounts
Employees
15
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Sep 30, 2022
- Principal office
- 7301 MERCHANT COURT, SUITE A, LAKEWOOD RANCH, FL, 34240
- Phone
- 941-203-6040
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $326.3M
- Discretionary AUM
- $326.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,254
- Non-discretionary accounts
- 0
- Total accounts
- 2,254
- AUM per client
- $379K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $276K |
| High net worth individuals | 26 | $78.9M |
| Individuals (other than high net worth individuals) | 835 | $247.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.