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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 21, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DILASCIA, DANIEL, FRANCIS | I | OWNER / MEMBER AND CCO | E | Control |
| DILASCIA, DANIEL, FRANCIS | I | OWNER / MEMBER AND CCO | E | Control |
| DILASCIA, DANIEL, FRANCIS | I | OWNER / MEMBER AND CCO | E | Control |
| DILASCIA, DANIEL, FRANCIS | I | OWNER / MEMBER AND CCO | E | Control |
| DILASCIA, DANIEL, FRANCIS | I | OWNER / MEMBER AND CCO | E | Control |
| DILASCIA, DANIEL, FRANCIS | I | OWNER / MEMBER AND CCO | E | Control |
| DILASCIA, DANIEL, FRANCIS | I | OWNER / MEMBER AND CCO | E | Control |
| DILASCIA, DANIEL, FRANCIS | I | OWNER / MEMBER AND CCO | E | Control |
| DILASCIA, DANIEL, FRANCIS | I | OWNER / MEMBER AND CCO | E | Control |
| DILASCIA, DANIEL, FRANCIS | I | OWNER / MEMBER AND CCO | E | Control |
| DILASCIA, DANIEL, FRANCIS | I | OWNER / MEMBER AND CCO | E | Control |
Registrations
Federal
IA
Feb 21, 2025 REGISTERED
Notice Filings (22)
AK AZ CA CO CT FL GA HI LA ME MI NC NH NY OH OR PA TN TX UT VA WA
Address
7301 MERCHANT COURTSUITE A
LAKEWOOD RANCH, FL 34240
United States
Phone: 941-203-6040