Base Wealth Management, LLC

EST. AUM
$326,333,445

CONTACTS

CLIENT ACCOUNTS
2,254

Firm Details

Metro area Tampa
CRD Number 321991
Website basewealthmanagement.com
Client types

Overview

Base Wealth Management is a SEC-registered investment advisory firm headquartered in Lakewood Ranch, Florida. Founded by Daniel DiLascia in 2022, the firm provides fiduciary retirement planning, tax strategy, financial planning, and discretionary investment management services for retirees, business owners, Florida public employees, and affluent families nationwide.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Base Wealth Management, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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