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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- ZenithDelta +more
- Established Date
- 09-30-2022
- Office Locations
- 3
Office Locations
About Base Wealth Management
Base Wealth Management is a Florida-based RIA serving clients in Lakewood Ranch, Lutz, and Jacksonville. The team delivers holistic, goals-based financial planning to balance near-term lifestyle needs with long-term goals like retirement and education funding, alongside ongoing portfolio management using ETFs and mutual funds. Notable for its Financial Foundations podcast and support for Pershing NetX360 access for client tax documents.
Team overview
Insights
Asset Classes
Client Personas
Custodian
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
DANIEL FRANCIS DILASCIA JR
Chief Compliance Officer, Financial Advisor, Owner
- CRD
- #3088769
- Ownership
- 75% or more
Nuala Leonard
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Alexander Michael Chandler
--
- CRD
- #5523672
KYLE ALAN HOWELL
Financial Advisor, General Partner
- CRD
- #4901908
Signal ember
Radial legacy vital
- CRD
- #25485
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $326,333,445 | $144,780 |
| Non-Discretionary | $0 | -- |
| Total | $326,333,445 | $144,780 |
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Separately Managed Accounts
Total SMA Asset: $326,333,445
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,719,792,072 | 31.2% |
| Equity - Exchange | $1,150,681,261 | 13.2% |
| Private Funds | $1,813,194,715 | 20.8% |
| Cash | $3,033,614,235 | 34.8% |
| Total | $8,717,282,283 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST HARBOR | WAVE OAK | 00DLJS0QZ | SJX | 4.35% | $93,017,014 |
| ZENITH PRIME RADIAL | EAGLE VERTEX | 860A09V32 | LHM | 1.67% | $99,035,044 |
| QUANTUM UNISON CAPITAL | LEGACY VALUE | BHOGGOCEZ | FVWP | 3.26% | $85,091,352 |
| WAVE SUMMIT MATRIX | PEAK CAPITAL | BE8AZ1C3N | DMG | 9.39% | $114,249,912 |
| DELTA VERTEX | OPTIMA QUANTUM | SO24YV375 | JDMH | 5.82% | $73,863,032 |
| VALUE VALUE | VALUE HORIZON | 95IZEG02Y | SGCP | 12.06% | $9,617,086 |
| DELTA INSIGHT | FOCUS RIDGE | EW0B94EZR | DHM | 5.42% | $22,376,984 |
| OAK HORIZON | CREST HORIZON | PGAB8RO0Y | XDEYC | 2.95% | $111,963,533 |