Bazis Private Wealth, LLC
Firm details
- Headquarters
- Omaha, Nebraska
- CRD number
- 148605
- Registered since
- January 27, 2016
- Website
- www.baziswealth.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.57%
- Individuals13.87%
- Pension & Profit Sharing Plans1.82%
- Charitable Organizations1.62%
- Corporations / Businesses1.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Bazis Private Wealth, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2016. The firm is owner-operated and serves individual and family clients, providing financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Its fee structure includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Bazis does not act as a capital allocator, is not identified as an active ESG investor, and does not report multi-state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- US Government Bonds20%
- Public Funds/Mutual Funds15%
- State & Local Bonds6%
- Cash & Cash Equivalents3%
Contacts
3 of 4
Aaron Hilgemann
Assistant Portfolio ManagerCRD 7268330
Richard Mcginness
Senior Vice PresidentCRD 6316315
Andrew Lamer
Team AdministratorCRD 7981366
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Omaha, NE
Douglas
Location
Omaha, NE
Headquartered in Omaha, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- Douglas
- Address
- 816 S 169th St
- Time zone
- CT (UTC-6)
- Office locations
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