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Building 2BASE WEALTH MANAGEMENT

Map pinLAKEWOOD RANCH, FL
Phone941-203-6040
NotebookSEC #801-126672
Total AUM
$326.3M
Employees
15
Clients
862

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7301 MERCHANT COURT
SUITE A
LAKEWOOD RANCH
FL 34240
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
941-203-6040
Other Offices
2

ReceiptFinancials

Total AUM
$326.3M
Accounts
2,254
Discretionary
$326.3M
Accounts
2,254
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
835
AUM
$247.2M
HNW Individual Clients
26
AUM
$78.9M
Charitable Organization Clients
1
AUM
$276.1K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGAMINCNHNYOHPATNTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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