# Base Wealth Management — We Are Your Financial Base

> Financial planning and wealth management app for clients and prospective clients. (iPhone/iPad app by Base Wealth Management.)

- Source: https://appshunter.io/ios/app/base-wealth-management/id6755878548 (this page in markdown: same URL + `.md`)
- Developer: [Base Wealth Management](https://appshunter.io/developer/1856868412)
- Category: Finance, Education
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 15.1 · 39 MB
- Languages: American English
- Released: 2025-12-16
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/base-wealth-management/id6755878548/reviews.md

## What is Base Wealth Management?

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.

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 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.

## Key features

- Financial insights and market updates
- Educational wealth management videos
- Financial calculators for planning
- Savings goals and debt payoff modeling
- Insurance and mortgage estimates
- Direct advisor appointment scheduling
- Secure client portal access


## Frequently asked questions about Base Wealth Management

### What is Base Wealth Management?

Base Wealth Management is a registered investment advisor offering personalized financial planning and wealth management services. The app allows clients to stay informed, plan their future, and connect with their advisor.

### Is Base Wealth Management free to use?

Yes, the Base Wealth Management app is free to download and use. It provides access to financial insights, planning tools, and client portal features without any cost.

### What kind of financial tools does Base Wealth Management offer?

The app includes financial calculators to explore retirement scenarios, model savings goals, and estimate insurance and mortgage planning. It also provides access to financial insights and market updates.

### How does Base Wealth Management protect user data?

User data is protected with industry-standard encryption. The company states they never sell user information to third parties, ensuring privacy and security for clients.

### Can I schedule appointments with my advisor through Base Wealth Management?

Yes, you can schedule appointments directly through the app. You can also access your advisor's contact information and receive personalized support.

### What devices is Base Wealth Management available on?

The app is available for iPhone, iPad, and iPod devices. It is designed to provide financial management tools across Apple's mobile ecosystem.

### How often is Base Wealth Management updated?

The app was last updated on March 16, 2026, indicating a recent focus on maintenance and potential feature enhancements. The latest version is 1.2.1.

### What is the user sentiment for Base Wealth Management?

Based on the available data, the app has a perfect 5.0-star rating from 2 reviews, suggesting a highly positive user experience among its current user base.

## Version history (last 2 releases)

### 1.2.1 — 2026-03-16

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.

### 1.2.0 — 2025-12-16

No release notes.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-01.*