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Base Wealth Management CRD 321991
$326M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7301 Merchant Court Suite A, Lakewood Ranch, FL 34240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-19 |
Branch Locations
Jacksonville, FL • United States
7301 Merchant Court Suite A, Lakewood Ranch, FL 34240 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Personal And Workplace Advisors | Jacksonville | FL | 07/2018 | 04/2023 |
| Raymond James Financial Services, Inc. | Jacksonville | FL | 05/2023 | 09/2024 |
| Raymond James Financial Services Advisors, Inc. | Jacksonville | FL | 05/2023 | 09/2024 |
| Fidelity Brokerage Services Llc | Jacksonville | FL | 10/2007 | 05/2023 |
| Strategic Advisers Llc | Jacksonville | FL | 10/2009 | 07/2018 |
| Fleishel Financial Services | Jacksonville | FL | 05/2023 | 09/2024 |
| Heritage Financial Advisory, Llc | Jacksonville | FL | 10/2024 | 03/2025 |
| Base Wealth Management | Lakewood Ranch | FL | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-23 |
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