Base Wealth Management

Overview

Base Wealth Management is an independent, owner-operated Registered Investment Adviser organized as an LLC and SEC-registered in 2022. The firm serves a mix of individual, family and institutional clients and positions itself as a multi-service advisory practice: its advisory offering centers on financial planning and portfolio management for individuals and small businesses, while affiliated business activities include real estate brokerage, insurance brokerage and accounting. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is not an active ESG investor, does not report acting as a capital allocator, and does not identify as a pension consultant or a multi-state adviser. Its mix of advisory and brokerage/accounting activities suggests an emphasis on integrated client service and access to non-discretionary products alongside discretionary portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives