Base Wealth Management LLC
● SEC registered since 2022CRD 321991SEC# 801-126672Lakewood Ranch, FL
Reg. AUM
$326.3M
Employees
15
Accounts
2,254
Location
Lakewood Ranch, FL
Base Wealth Management LLC assets under management
Base Wealth Management LLC is a registered investment adviser overseen by the SEC based in Lakewood Ranch, FL. The firm has been registered since 2022. It reports $326.3 million in regulatory assets under management and employs 15 people.
Base Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Francis Dilascia Control | Owner / Member And Cco | Over 75% | 2022 |
| Nuala Leonard | Chief Operating Officer | Under 5% | 2026 |
Frequently asked questions
How much does Base Wealth Management LLC manage?
Base Wealth Management LLC reports $326.3 million in regulatory assets under management on its Form ADV.
How many employees does Base Wealth Management LLC have?
Base Wealth Management LLC reports 15 employees.
Where is Base Wealth Management LLC located?
Base Wealth Management LLC is based in Lakewood Ranch, FL and has been SEC-registered since 2022.
Does Base Wealth Management LLC disclose fund performance?
Base Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7301 Merchant Court, Suite a, Lakewood Ranch, FL 34240 |
| Phone | 941-203-6040 |
| Fax | 941-867-4930 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 2083977 |
| Discloses disciplinary history | No |
Regulatory AUM
$326.3M▲ 21%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$326.3Mregulatory AUM
Discretionary $326.3M