Base Wealth Management Llc
- Regulatory AUM
- $326M
- Discretionary
- $326M
- Clients
- 862
- Avg AUM / client
- $379K
- Accounts
- 2,254
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Investments (13F portfolio — 60 positions, $178,716,477)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | S&P 500 ETF SHS | $28,118,331 | 47,056 | 15.7% | 8.62% |
| 2 | Pimco Etf Tr | MULTISECTOR BD | $15,226,051 | 581,147 | 8.52% | 4.67% |
| 3 | Capital Group Core Balanced | SHS | $10,848,065 | 315,259 | 6.07% | 3.32% |
| 4 | Hci Group Inc | COM | $10,100,207 | 65,327 | 5.65% | 3.1% |
| 5 | Ishares Tr | CORE HIGH DV ETF | $9,587,465 | 70,642 | 5.36% | 2.94% |
| 6 | Franklin Templeton Etf Tr | INCOME FOCUS ETF | $9,180,383 | 319,318 | 5.14% | 2.81% |
| 7 | Vanguard Scottsdale Fds | VNG RUS1000GRW | $8,882,258 | 80,976 | 4.97% | 2.72% |
| 8 | Fidelity Covington Trust | ENHANCED MID | $7,903,164 | 219,777 | 4.42% | 2.42% |
| 9 | Fidelity Covington Trust | HIGH DIVID ETF | $7,576,658 | 137,159 | 4.24% | 2.32% |
| 10 | J P Morgan Exchange Traded F | INTRNL RES EQT | $7,329,474 | 96,772 | 4.1% | 2.25% |
| 11 | J P Morgan Exchange Traded F | CORE PLUS BD ETF | $7,172,246 | 152,342 | 4.01% | 2.2% |
| 12 | Invesco Qqq Tr | UNIT SER 1 | $6,811,357 | 11,801 | 3.81% | 2.09% |
| 13 | Vanguard Specialized Funds | DIV APP ETF | $5,209,268 | 24,222 | 2.91% | 1.6% |
| 14 | J P Morgan Exchange Traded F | EQUITY PREMIUM | $5,047,369 | 89,050 | 2.82% | 1.55% |
| 15 | Vanguard Index Fds | VALUE ETF | $4,141,867 | 21,110 | 2.32% | 1.27% |
| 16 | J P Morgan Exchange Traded F | JPMORGAN INTL VL | $3,674,367 | 42,905 | 2.06% | 1.13% |
| 17 | Vanguard Admiral Fds Inc | SMLLCP 600 IDX | $2,417,219 | 21,050 | 1.35% | 0.74% |
| 18 | Ishares Tr | US AER DEF ETF | $2,079,024 | 9,504 | 1.16% | 0.64% |
| 19 | Apple Inc | COM | $1,845,960 | 7,274 | 1.03% | 0.57% |
| 20 | Berkshire Hathaway Inc Del | CL B NEW | $1,733,746 | 3,618 | 0.97% | 0.53% |
| 21 | J P Morgan Exchange Traded F | U S TECH LEADERS | $1,718,541 | 21,606 | 0.96% | 0.53% |
| 22 | Vanguard Index Fds | TOTAL STK MKT | $1,672,184 | 5,212 | 0.94% | 0.51% |
| 23 | Bny Mellon Etf Trust | GLOBAL INFRASCTR | $1,607,308 | 36,087 | 0.9% | 0.49% |
| 24 | Ishares Tr | CORE S&P TTL STK | $1,237,289 | 8,687 | 0.69% | 0.38% |
| 25 | Caterpillar Inc | COM | $1,221,400 | 1,724 | 0.68% | 0.37% |
Top 25 of 60 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 835 | $247M | 75.7% |
| High net worth individuals | 26 | $78.9M | 24.2% |
| Charitable organizations | 1 | $276K | 0.08% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Francis Dilascia | Owner / Member And Cco | May 2022 (4y) | 75% or more | |
| Kyle Alan Howell | Registered representative | Jul 2023 (3y) | ||
| Alexander Carson Wolfe | Registered representative | CFP | Aug 2023 (3y) | |
| Joshua Michael Pisa | Registered representative | Jan 2024 (3y) | ||
| Jeremy Christopher Riggs | Registered representative | CFP | Jul 2024 (2y) | |
| Alexander Michael Chandler | Registered representative | CFP | Jun 2025 (1y) | |
| Joseph Stoy | Registered representative | Jan 2026 (1y) | ||
| Brady Steward | Registered representative | Mar 2026 (0y) | ||
| James Peter Tucci | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $199M (61% of AUM) Mar 2026
- National Financial Services (Fidelity) $74.2M (23% of AUM) Mar 2026
- American Funds Distributors, Inc. $10.6M (10% of AUM) Nov 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗