Base Wealth Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Base Wealth Management LLC
CRD #321991
SEC #801-126672
CIK #
AUM $213.8 MM (2024-03-01)
Employees 10 (50% Investors, 0% Brokers)
Phone941-203-6040
Address7301 Merchant Court
Lakewood Ranch, FL 34240
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
2502001501005002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 631 131.9
(b) Individuals (high net worth individuals) 36 81.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,619 213.8
By Discretionary
Discretionary 1,619 213.8
Non-Discretionary 0 0.0
Total 1,619 213.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 213.8
Total 1,619 213.8
Comparable Firms State AUM ($BB)
Investment Professionals LLC
WI 0.2
Trimarc Wealth Management LLC
NY 0.2
Founders Capital Management Inc
TX 0.2
MLP3 LLC
NJ 0.2
Stonebridge Wealth Management LLC
IL 0.2
Costello Asset Management Inc
PA 0.2
Valor Financial Services LLC
TN 0.2
Siebert Advisornxt LLC
NY 0.2
Riverplace Capital Management Inc
FL 0.2
Crescent Sterling Ltd
LA 0.2
Terms | Privacy | Guide
tony@aum13f.com