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Kyle Alan Howell

Investment adviser representative at Base Wealth Management
11 yearsExperience
1 stateRegistered 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

11 years in the industry.

  1. Base Wealth ManagementJul 2023 to now
  2. Calton & Associates, Inc.Apr 2019 to Jul 2023
  3. Royal Alliance Associates, Inc.Nov 2018 to Apr 2019
  4. SiiOct 2015 to Nov 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2011
  • Series 66 · Uniform Combined State Law2011

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
4901908
Firm CRD
321991
Advisor's SEC record (opens in a new tab)
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