BASE WEALTH MANAGEMENT
Firm details
- Headquarters
- LAKEWOOD RANCH, Florida
- CRD number
- 321991
- Registered since
- September 30, 2022
- Website
- basewealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals75.74%
- HNWI24.18%
- Charitable Organizations0.08%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Base Wealth Management is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual/family clients and institutional accounts, offering financial planning and portfolio management for individuals and small businesses. It also operates in related lines of business as a real estate broker, insurance broker, and accountant, which can create cross-disciplinary advice opportunities for clients. The firm uses a mixed fee model that includes a percentage of assets under management plus hourly and fixed-fee options. Base Wealth Management does not identify as an active ESG investor and is not a multi-state adviser. Its regulatory registration dates to 2022.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Exchange Traded Equities12%
- Private Funds3%
- Cash & Cash Equivalents2%
Contacts
3 of 10DANIEL DILASCIA
Founder & Financial AdvisorCRD 3088769
BRADY STEWART
Investment Advisor RepresentativeCRD 8226942
JOSHUA PISA
Wealth AdvisorCRD 5373052
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$168M in ETFs
46%
$77.3M
51%
$90.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $28.1M | 47,056 | 16.73% |
Location
LAKEWOOD RANCH, FL
SARASOTA
Location
LAKEWOOD RANCH, FL
Headquartered in LAKEWOOD RANCH, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- SARASOTA
- Address
- 7301 Merchant Ct
- Time zone
- ET (UTC-5)
- Office locations
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