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Bazis Private Wealth, LLC

● SEC registered since 2016CRD 148605SEC# 801-107200Omaha, NE
Export (members)
Reg. AUM
$216.7M
Employees
6
Accounts
493
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 $216.7 million in regulatory assets under management and employs 6 people.
www.linkedin.com/company/bazis-young-investment-group-llc/?viewasmember=trueView on SEC.gov ↗

Bazis Private Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
Duane Robert Bazis ControlChief Compliance Officer & Managing MemberOver 75%2009

Frequently asked questions

How much does Bazis Private Wealth, LLC manage?

Bazis Private Wealth, LLC reports $216.7 million in regulatory assets under management on its Form ADV.

How many employees does Bazis Private Wealth, LLC have?

Bazis Private Wealth, LLC reports 6 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

Address816 S. 169th Street, Omaha, NE 68118
Phone402-965-3334
Fax402-226-1267
Office hoursBy Appointment
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$216.7M
Non-discretionary$0
Total (RAUM)$216.7M