Base Wealth Management

Base Wealth Management (CRD# 321991) is a financial advisory firm headquartered in Lakewood Ranch, FL. They manage $213,827,000 in 1,619 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
7301 Merchant Court, Suite A, Lakewood Ranch, FL 34240
https://www.linkedin.com/company/base-wealth-management/
By the Numbers
  • Total Assets Under Management
    214
    MILLION
  • Total Number of Accounts
    1,619
    ACCOUNTS
  • Average Account Value
    $132,074
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, MI, NC, NY, OH, PA, TX, VA

Financial Advisors at Base Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Kyle Howell, financial advisor Lakewood Ranch FL
Kyle A. Howell
CRD#: 4901908
7301 Merchant Court, Suite A, Lakewood Ranch, FL 34240

Kyle Howell (CRD# 4901908) is an Investment Advisor Representative working at Base Wealth Management in Lakewood Ranch, FL and has over 13 years of experience in the finance industry.

2
Sean Koscho, financial advisor Lakewood Ranch FL
Sean M. Koscho
CRD#: 2495271
7301 Merchant Court, Suite A, Lakewood Ranch, FL 34240

Sean Koscho (CRD# 2495271) is an Investment Advisor Representative working at Base Wealth Management in Lakewood Ranch, FL and has over 2 years of experience in the finance industry.

3
Daniel Dilascia, financial advisor Lakewood Ranch FL
Daniel F. Dilascia
CRD#: 3088769
7301 Merchant Court, Suite A, Lakewood Ranch, FL 34240

Daniel Dilascia (CRD# 3088769) is an Investment Advisor Representative working at Base Wealth Management in Lakewood Ranch, FL and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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