# Base Wealth Management

Base Wealth Management is a Multi Family Office based in Lakewood Ranch, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Lakewood Ranch, United States
- **Region:** North America
- **Address:** Lakewood Ranch, FL, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** basewealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/base-wealth-management

## Regulatory record

- **CRD number:** 321991
- **SEC file number:** 801-126672
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/321991

## About

Base Wealth Management is an SEC-registered investment adviser in LAKEWOOD RANCH, FL, registered since 2022. The firm manages approximately $326 million in assets. It has 15 employees and 9 investment advisers.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds
- Secondaries & Special Situations

## Questions

### How does Base Wealth Management source investment opportunities?

Base sources predominantly through the personal and professional networks of its principals — relationships cultivated over decades in Southeastern US operating businesses and real estate. This is not an institutional platform bidding on broadly marketed deals; it accesses opportunities through regional bank partners, commercial real estate brokers, and direct referrals from the families it serves. The firm's structural preference is to operate inside a proprietary deal-flow network, which limits the volume of opportunities but aims to produce higher information quality per investment.

### Does Base participate in fund commitments or only direct deals?

Base uses a hybrid model. On the private credit side, the firm executes direct loans and mezzanine participations alongside regional bank relationships. On the private equity side, it commits to small and mid-market buyout funds as a limited partner, occasionally supplementing with direct co-investment when a fund relationship deepens. Real estate is almost entirely direct — income-producing property acquisitions in Sun Belt markets where the principals have operating familiarity.

## Related profiles

- [Base Management Company](https://altss.com/profile/base-management-company)
- [BASF Corporation Pension Plan](https://altss.com/profile/basf-corporation-pension-plan)

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Last updated: 2026-07-06T01:24:12.183Z

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