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BAZIS PRIVATE WEALTH, LLC

CRD 148605 · SEC 801-107200

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816 S. 169TH STREET, OMAHA, NE, 68118, United States

Phone

402-965-3334

Fax

402-226-1267

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$244.1M

Discretionary AUM

$244.1M

Team

5 total employees; 4 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-15

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals126$33.9M
High net worth individuals84$199.1M

States served

IA, NE, OK, VA, TX

All web addresses on file

Official SEC filing: View on IAPD