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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Base Wealth Management LLC
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| CRD # | 321991 |
| SEC # | 801-126672 |
| CIK # | |
| AUM | $269.9 M (2025-02-21) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 941-203-6040 |
| Address | 7301 Merchant Court Lakewood Ranch, FL 34240 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 631 | 131.9 |
| (b) Individuals (high net worth individuals) | 36 | 81.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,619 | 213.8 |
| By Discretionary | ||
| Discretionary | 1,619 | 213.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,619 | 213.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 213.8 | |
| Total | 1,619 | 213.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kapstone Financial Advisors LLC
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|
OH | 0.3 |
|
Evolution Advisers Inc
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|
VA | 0.3 |
|
Ferguson-Johnson Wealth Management Inc
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|
MD | 0.3 |
|
Christopher J Hasenberg Inc
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|
WI | 0.3 |
|
Fortitude Financial LLC
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|
WA | 0.3 |
|
Gamma Asset Management LLC
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|
PR | 0.3 |
|
Security First Financial Inc
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|
MI | 0.3 |
|
Truenorth Financial Services LLC
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|
WA | 0.3 |
|
The Nestegg Group Inc
✚
|
IL | 0.3 |
|
Spreng Capital Management Inc
✚
|
OH | 0.3 |