LAKEWOOD RANCH, FLCRD 321991Latest ADV March 24, 2026
Base Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lakewood Ranch, FL. Its latest Form ADV filing, dated March 24, 2026, reports $326M in regulatory assets under management, 15 employees, 2 offices, and 2,254 accounts.
Assets Under Management
$326M
Employees
15
Offices
2 offices
Total Clients
862
Primary office
LAKEWOOD RANCH, FL
7301 MERCHANT COURT, SUITE A, LAKEWOOD RANCH, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 96.9% of total clients.
Top client categories% of clientsClients
1
Individuals
96.9%
835
2
HNWI
3.0%
26
3
Charitable
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$326Mas of March 24, 2026
Discretionary100.0%
$326M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$326M
Total Accounts2,254
10Y AUM Change+$326M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee57:1
10Y Employee Change+10 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.