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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 2 is a narrative brochure and supplemental material detailing firm operations, services, and fees.

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