Daniel
Dilascia

Base Wealth Management

CRD#3088769
Investment Advisor
in Sarasota, FL

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About this Advisor

Daniel Dilascia is a financial advisor based in Sarasota, Florida, working with Base Wealth Management. Daniel has previously held positions at Intervest International Equities Corp, Base Wealth Managment, LLC, Dicorb Holdings Inc, Intervest International, Inc, Base O'Lakes LLC, Base Insurance, LLC, Dicorb Two Lllp, The Bowcia Group LLC, and Porter Flex LLC. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, Daniel is part of Base Wealth Management, which operates out of Sarasota, Florida. The firm has 2 offices and 10 employees. The firm manages assets totaling $269.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Base Wealth Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7301 Merchant Court Suite A
Sarasota, FL 34240

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Base Wealth Management Brokerage Details

Total Assets Under Management

$269,917,000

FL Average: $1,855,561,029
Total Number of Employees

10

FL Average: 62
Total Number of Accounts

1,931

FL Average: 2,474
Average Account Size

$139,781

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Daniel Dilascia Work History

2024 - Present (1 year)

Dicorb Two Lllp

2023 - Present (2 years)

Base O'Lakes LLC

2023 - Present (2 years)

Base Insurance, LLC

2022 - Present (3 years)

Base Wealth Managment, LLC

2022 - Present (3 years)

Porter Flex LLC

2018 - Present (7 years)

The Bowcia Group LLC

2014 - Present (11 years)

Dicorb Holdings Inc

2015 - 2022 (7 years)

Intervest International, Inc

2004 - 2022 (18 years)

Intervest International Equities Corp

Disclosures

Please visit the SEC profile of Daniel Dilascia to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Base Wealth Management

Alexander Wolfe
Sarasota, FL
Kyle Howell
Sarasota, FL
Joshua Pisa
Sarasota, FL
Sean Koscho
Sarasota, FL
Jeremy Riggs
Sarasota, FL
Daniel Dilascia
Sarasota, FL

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