Base Wealth Management

We Are Your Financial Base

Free · Designed for iPad. Not verified for macOS.

Stay connected to your financial future with the official Base Wealth Management app. STAY INFORMED • Read the latest financial insights and market updates • Watch educational videos on wealth management strategies • Receive timely notifications from your advisor PLAN YOUR FUTURE • Use financial calculators to explore retirement scenarios • Model savings goals and debt payoff strategies • Get estimates for insurance and mortgage planning CONNECT WITH YOUR ADVISOR • Schedule appointments directly through the app • Access your advisor's contact information • Get personalized support when you need it YOUR FINANCES AT YOUR FINGERTIPS If you are a client, you can access your client portal securely to view your accounts, financial plan, and important documents. SECURITY & PRIVACY Your data is protected with industry-standard encryption. We never sell your information to third parties. --- ABOUT BASE WEALTH MANAGEMENT Base Wealth Management is a registered investment advisor serving clients from Lakewood Ranch, Florida. We provide personalized financial planning and wealth management services tailored to your goals. Investment advisory services provided by Base Wealth Management, LLC doing business as Base Wealth Management, as a registered investment advisor. Base Wealth Management (“BWM”) is a Registered Investment Adviser. Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or veri>ed by the U.S. Securities and Exchange Commission or any state securities authority. BWM provides individualized advisory services only to persons in states where it is properly registered or exempt from registration. All investments involve risk, including the potential loss of principal, and no strategy can guarantee a pro>t or protect against loss. For questions or support, contact us at dustin@basewealthmanagement.com or (941) 203-6040.

Ratings & Reviews

  • 5.0
    out of 5
    2 Ratings

New onboarding: share your contact details and advisor preference so we can personalize your experience. Easier access to your client portal and public resources: you can view key sections without signing in, and sign in only when needed.

Version 1.2.1

The developer, Base Wealth Management, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Contact Info
    • Identifiers

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Identifiers

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • Base Wealth Management LLC
Size
  • 41.4 MB
Category
  • Finance
Compatibility
Requires iOS 15.1 or later.
  • iPhone
    Requires iOS 15.1 or later.
  • iPad
    Requires iPadOS 15.1 or later.
  • iPod touch
    Requires iOS 15.1 or later.
  • Mac
    Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © 2026 Base Wealth Management LLC
  • Developer Website
  • Privacy Policy

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