Base Wealth Management Management Team
Contact top employees from
Base Wealth Management
Summary
The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 10. To connect with Base Wealth Management employee register on SignalHire.
Organization Website | basewealthmanagement.com |
Phone Number | (941) 756-8716 |
Industries | |
Headquarters Location | 7301 Merchant Ct, Sarasota, Florida, 34240 US |
Employees Size | 1-10 employees |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Base Wealth Management shows a diverse range of experience levels:
17% have been with the company for less than 1 year33% for 1–2 years33% for 3–4 years17% have over 11 years of service at Base Wealth ManagementContact top employees from
Base Wealth Management
Alexander Wolfe
Head of Financial Planning | Portfolio Manager
Nuala Leonard
Head of Operations
Jeremy Riggs
Financial Planner
Daniel Di Lascia
Financial Advisor
Sean Koscho
Financial Advisor
Alex Chandler
Independent Financial Advisor
Kyle Howell
Personal Financial Advisor
Suzanna Wilbert
Onboarding Specialist
Faith OBrien
Senior Tax Consultant
Similar Companies
FAQ
Base Wealth Management operates in the Finance industries. More details can be found on the official website: basewealthmanagement.com.
The headquarters of Base Wealth Management are located in Sarasota, United States.
You can contact Base Wealth Management by phone at (941) 756-8716.
Base Wealth Management currently employs 1-10 people.
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.
