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Home > Retirement Planners > florida > lakewood ranch > BASE WEALTH MANAGEMENT
BASE WEALTH MANAGEMENT
7301 Merchant Court
Suite A
Lakewood Ranch, Florida 34240
Tel: 941-203-6040
About BASE WEALTH MANAGEMENT
BASE WEALTH MANAGEMENT, formally registered with the SEC as BASE WEALTH MANAGEMENT. The firm was established in 09/30/2022. They have over 3 offices throughout the country.
BASE WEALTH MANAGEMENT is a Lakewood Ranch, Florida based Financial Planning firm with nearly $269,917,000 assets under management, offering retirement planning & investment advisory services to 1931 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 321991 |
| SEC# | 801-126672 |
| Assets Managed by Firm | $269,917,000 |
| No. of Clients | 1931 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1931 | $269,917,000 |
| Individuals (other than high net worth individuals) | 707 | $161,165,000 |
| High net worth individuals | 47 | $108,752,000 |
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|---|---|---|---|
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