Bazis Private Wealth, LLC
Bazis Private Wealth, LLC is an SEC-registered wealth manager in Omaha, NE with $244.1M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Bazis Private Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148605, SEC 801-107200, data through 2026-03-15.
- AUM (assets under management / regulatory AUM)
- $244.1M (2026-03-15)
- Firm type
- Wealth Manager
- Location
- Omaha, NE
- Employees
- 5
- Clients
- 210
- CRD
- 148605
- Ownership
- BAAS, DAVID, WARREN; BAZIS, DUANE, ROBERT; YOUNG, BRUCE, CAMERON
How much AUM does Bazis Private Wealth, LLC have?
Bazis Private Wealth, LLC reported $244.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-15).
Who owns Bazis Private Wealth, LLC?
Disclosed owners and executives of Bazis Private Wealth, LLC include BAAS, DAVID, WARREN, BAZIS, DUANE, ROBERT, YOUNG, BRUCE, CAMERON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.