BASE WEALTH MANAGEMENT LLC
Legal name: BASE WEALTH MANAGEMENT
CRD #321991 SEC #801-126672 LAKEWOOD RANCH, FL 941-203-6040
SEC Registered
Total AUM
$269.9M
Discretionary
$269.9M
Employees
10
Clients
26
Accounts
1,931
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $269.9M | $269.9M | $0 | 10 | 0 |
| Feb 2025 | $213.8M | $213.8M | $0 | 10 | 0 |
| Nov 2024 | $213.8M | $213.8M | $0 | 10 | 0 |
| Mar 2024 | $213.8M | $213.8M | $0 | 10 | 0 |
| Nov 2023 | $107.2M | $107.2M | $0 | 5 | 0 |
| Sep 2023 | $107.2M | $107.2M | $0 | 5 | 0 |
| Mar 2023 | $107.2M | $107.2M | $0 | 5 | 0 |
| Jan 2023 | $107.2M | $107.2M | $0 | 5 | 0 |
| Nov 2022 | $0 | $0 | $0 | 5 | 0 |
| Oct 2022 | $0 | $0 | $0 | 5 | 0 |
| Sep 2022 | $0 | $0 | $0 | 5 | 0 |
DateFeb 2025
Total AUM$269.9M
Discretionary$269.9M
Non-Disc.$0
Employees10
Clients0
DateFeb 2025
Total AUM$213.8M
Discretionary$213.8M
Non-Disc.$0
Employees10
Clients0
DateNov 2024
Total AUM$213.8M
Discretionary$213.8M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$213.8M
Discretionary$213.8M
Non-Disc.$0
Employees10
Clients0
DateNov 2023
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees5
Clients0
DateSep 2023
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees5
Clients0
DateJan 2023
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees5
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0