Bazis Private Wealth, LLC
● SEC registered since 2016CRD 148605SEC# 801-107200Omaha, NE
Reg. AUM
$244.1M
Employees
5
Accounts
530
Location
Omaha, NE
Bazis Private Wealth, LLC assets under management
Bazis Private Wealth, LLC is an investment advisory firm registered with the SEC based in Omaha, NE. The firm has been registered since 2016. It reports $244.1 million in regulatory assets under management and employs 5 people.
Bazis Private Wealth, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Duane Robert Bazis Control | Chief Compliance Officer & Managing Member | Over 75% | 2009 |
Frequently asked questions
How much does Bazis Private Wealth, LLC manage?
Bazis Private Wealth, LLC reports $244.1 million in regulatory assets under management on its Form ADV.
How many employees does Bazis Private Wealth, LLC have?
Bazis Private Wealth, LLC reports 5 employees.
Where is Bazis Private Wealth, LLC located?
Bazis Private Wealth, LLC is based in Omaha, NE and has been SEC-registered since 2016.
Does Bazis Private Wealth, LLC disclose fund performance?
Bazis Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 816 S. 169th Street, Omaha, NE 68118 |
| Phone | 402-965-3334 |
| Fax | 402-226-1267 |
| Office hours | By Appointment |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$244.1M▲ 13%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$244.1Mregulatory AUM
Discretionary $244.1M