Joshua Michael Pisa
Investment adviser representative at Base Wealth Management
13 yearsExperience
1 stateRegistered in
$326.3MFirm assets
4 yearsFirm in business
Are you Joshua Michael Pisa? Claim your profile
Contact this firm
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
13 years in the industry.
- Base Wealth ManagementJan 2024 to now
- Walters & Associates CpasJul 2020 to Dec 2023
- Walters Strategic Advisors, LLCJul 2020 to Dec 2023
- Doyle Wealth Management, IncJan 2018 to Jul 2020
- Ernst & Young, LLPMay 2013 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser 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
- 5373052
- Firm CRD
- 321991