Chief Operating Officer · Base Wealth Management
Nuala Leonard
CRD 7413269 · Named on Form ADV at one SEC-registered adviser
At a glance
Base Wealth Management, an SEC-registered wealth manager based in Lakewood Ranch, FL with $326 million in regulatory assets, lists Nuala Leonard on its Form ADV as Chief Operating Officer.
Firms and roles
- Base Wealth ManagementChief Operating OfficerWealth manager · Lakewood Ranch, FL · $326M in regulatory assets
AtlasMembers
Nuala’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Daniel F. DilasciaOwner / Member and CCO, Base Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nuala’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.