Base Wealth Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 26–50 clients last fiscal year.
Base Wealth Management reports 862 clients. They include 835 individual clients, 26 high-net-worth individuals and 1 charitable organization. Of its assets, 100.0% ($326M across 2,254 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 97% | 76% |
| High-net-worth individuals | 3% | 24% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 835 | $247M | 75.7% | $296K |
| High-net-worth individuals | 26 | $78.9M | 24.2% | $3.03M |
| Charitable organizations | Fewer than 5 | $276K | 0.1% | $276K |
| Total | 862 | $326M | 100% | — |
- Clients
- 835
- Regulatory AUM
- $247M
- AUM share
- 75.7%
- Avg. per client
- $296K
- Clients
- 26
- Regulatory AUM
- $78.9M
- AUM share
- 24.2%
- Avg. per client
- $3.03M
- Clients
- Fewer than 5
- Regulatory AUM
- $276K
- AUM share
- 0.1%
- Avg. per client
- $276K
Total
- Clients
- 862
- Regulatory AUM
- $326M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Base Wealth Management charges up to 1.50% a year for its Asset Management Fees. The fee is billed in advance or in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Fixed-Fee Planning and Consulting
- Comprehensive financial planning or consulting is a fixed fee of up to $20,000, depending on scope, billed on engagement.
- Hourly Advice
- Hourly advice is billed at $500 per hour, negotiated in advance and billed monthly as the work is performed.
Daniel Dilascia owns 75% or more of Base Wealth Management. The leadership team of Base Wealth Management includes Chief Operating Officer Nuala Leonard. It has 15 employees, 9 of them in advisory roles.
Leadership
- Nuala LeonardChief Operating Officer
- Daniel DilasciaOwner / Member and CCO
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Daniel Francis Dilascia JR
- Kyle Alan Howell
- Joshua Michael Pisa
- Chayne M Riggs
- Jeremy Christopher Riggs
- James Peter Tucci
- Alexander Carson Wolfe
Staff
- 15 employees
- 9 in advisory functions
- 9 state-registered reps
- 6 insurance agents
- 8 soliciting firms
- Owns 75% or more of Base Wealth Management LLC
Daniel Dilascia
Control person · since May 2022
Base Wealth Management’s regulatory assets grew 3.0× from $107M (March 2023) to $326M (March 2026); clients rose from 484 to 862 and employees from 5 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $326M | 862 | 15 | 3 |
| February 2025 | $270M | 754 | 10 | 3 |
| March 2024 | $214M | 667 | 10 | 1 |
| March 2023 | $107M | 484 | 5 | 1 |
Besides its headquarters, Base Wealth Management has 2 offices, with 3 listed addresses in Florida.
Florida · 3 listed addresses
- 7301 Merchant Court, Suite A, Lakewood RanchHQ
- 18214 US Hwy 41 North, Lutz
- 413 Pine Ave, Anna Maria
Contact and registration details
- Legal name
- Base Wealth Management LLC
- Headquarters
- 7301 Merchant Court, Suite A, Lakewood Ranch, FL 34240
- Website
- basewealthmanagement.com
- Phone
- 941-203-6040
- @base-wealth-management
- SEC file
- 801-126672
- Structure
- Florida LLC
- Fiscal year end
- December
Base Wealth Management uses Charles Schwab ($199M, 73%) and Fidelity ($74.2M, 27%) as custodians for its separately managed accounts. Base Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · West Lake, TX · $199M73%
- FidelityNational Financial Services LLC · Boston, MA · $74.2M27%
At year end, Base Wealth Management’s separately managed accounts were mostly in funds (86%) and stocks (12%). Its reported 13F holdings for the quarter ended 30 June 2026 total $215M across 66 positions; the largest are Vanguard Index Fds (13.8%), Pimco ETF TR (8.1%) and Capital Group Core Balanced (5.7%).
What the accounts hold
- Stocks12%
- Funds86%
- Registered funds83%
- Pooled vehicles3%
- Cash2%
Reported 13F holdings
- $215M
- Reported 13F value
- 66
- Positions
- 59.1%
- In the 10 largest
- +20.3%
- Value vs. prior quarter
- Vanguard Index Fds · S&P 500 ETF Shs13.8%
- Pimco ETF TR · Multisector BD8.1%
- Capital Group Core Balanced5.7%
- Hci Group Inc.5.3%
- iShares TR · Core High DV ETF4.8%
- Franklin Templeton ETF TR · Income Focus ETF4.8%
- iShares TR · MSCI US Garp ETF4.4%
- Fidelity Covington Trust · Enh Mid Cor ETF4.3%
- Fidelity Covington Trust · High Divid ETF4.0%
- Vanguard Scottsdale Fds · Vng Rus1000grw3.9%
Together, the ten largest are 59.1% of reported value.
How many clients does Base Wealth Management have?
Base Wealth Management has 862 clients and manages $326 million for them, as of March 2026. They include 835 individual clients, 26 high-net-worth individuals and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Base Wealth Management offer?
Base Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Base Wealth Management charge?
Base Wealth Management charges up to 1.50% a year for its Asset Management Fees. The fee is billed in advance or in arrears and is negotiable.
Source: BASE WEALTH MANAGEMENT BROCHURE, filed 24 March 2026
Which custodians does Base Wealth Management use?
Base Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (West Lake, TX), with $199M and National Financial Services LLC (Boston, MA), with $74.2M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Base Wealth Management have?
Base Wealth Management has 9 investment adviser representatives registered with state securities authorities, out of 15 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Base Wealth Management invest in?
At the end of its last fiscal year, Base Wealth Management’s separately managed accounts held 83% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities, 3% pooled vehicles (private funds and similar) and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Base Wealth Management?
Base Wealth Management’s direct owner is Daniel Dilascia (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Base Wealth Management get paid?
Base Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Base Wealth Management registered with the SEC?
Yes, Base Wealth Management has been registered with the SEC as an investment adviser since 30 September 2022. Its CRD number is 321991 and its SEC file number is 801-126672.
Source: Form ADV Part 1A, Item 1, filed 24 March 2026; IAPD firm record
How do I contact Base Wealth Management?
Base Wealth Management’s main office is at 7301 Merchant Court, Suite A, Lakewood Ranch, FL 34240. Its phone number is 941-203-6040. Its website is basewealthmanagement.com.