Daniel Francis Dilascia
Investment adviser representative at Base Wealth Management
22 yearsExperience
2 statesRegistered in
$326.3MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Dicorb Two LllpFeb 2024 to now
- Base Insurance, LLCDec 2023 to now
- Base O'lakes LLCNov 2023 to now
- Base Wealth ManagementOct 2022 to now
- Base Wealth Managment, LLCMay 2022 to now
- Porter Flex LLCFeb 2022 to now
- The Bowcia Group LLCSep 2018 to now
- Dicorb Holdings Inc.Jan 2014 to now
- Intervest International, Inc.Jul 2015 to Oct 2022
- Intervest International Equities CorpFeb 2004 to Oct 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Base Wealth Management
Legal name: Base Wealth Management LLC
$326.3MAssets managed
862Clients
7Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3088769
- Firm CRD
- 321991