What departments does Base Wealth Management have?

Base Wealth Management has employees across 3 departments including Banking, Finance, Administrative.

What is the largest department at Base Wealth Management?

The largest department at Base Wealth Management is Banking with 1 employees.

Where are Base Wealth Management employees located globally?

Base Wealth Management has employees across 2 continents and 2 countries including United States Of America, Hong Kong.

How has Base Wealth Management's team size changed over time?

Base Wealth Management's team has grown from approximately 8 to 10 employees based on available data.

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Base Wealth Management Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Base Wealth Management is a small to mid-sized financial services firm based in Sarasota, Florida. It provides fee-based financial planning with a commitment to transparent fees, services, and guiding principles. The company develops customized plans by asking questions and listening to client priorities, revising the plan as circumstances evolve.

In portfolio management, it selects investments intended to meet short-, mid-, and long-term goals while staying within each client's risk tolerance. Base Wealth also offers independent real estate guidance for commercial and residential properties, considering financing options and tax implications to assess fit within the overall plan, and it operates as an SEC-registered investment adviser with services in applicable jurisdictions.

Base Wealth Management Global Highlights

North America
14

United States Of America
14

Base Wealth Management's Leadership

J. R.
Financial Planner
Mobile Phone
Email
K. H.
Personal Financial Advisor
Mobile Phone
Email
D. D.
Administrative Assistant
Mobile Phone
Email

Base Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Education
Support
Accounting
Administrative
Other
Analytics

Contact profiles from Base Wealth Management

Name

Title

Contact

Location

Last Update

J. R.
Financial Planner
Mobile Phone
Email
Jun 08, 2026
K. H.
Personal Financial Advisor
Mobile Phone
Email
Apr 15, 2026
D. D.
Administrative Assistant
Mobile Phone
Email
May 13, 2025

Frequently Asked Questions

What is Base Wealth Management known for?

Base Wealth Management operates in the Financial Services industry. Explore Base Wealth Management's company overview page for more information.

What is Base Wealth Management's most common email format?

Base Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Base Wealth Management email formats with LeadIQ.

How many employees does Base Wealth Management have currently?

Base Wealth Management has approximately 12 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Base Wealth Management's key employees and leadership?

As of August 2026, Base Wealth Management's key employees include:

Financial Planner: J. R.
Personal Financial Advisor: K. H.
Administrative Assistant: D. D.

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Base Wealth Management Employee Directory

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