SEC Form ADV

BAZIS PRIVATE WEALTH, LLC

Registered Investment AdviserNE
$244.1M
Assets Under Management
530
Total Clients
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Registration Details

Accession
CRD-148605
Location
OMAHA, NE
Filing Date
March 15, 2026
AUM
$244.1M
Total Clients
530
Amendment
No

About this Adviser

BAZIS PRIVATE WEALTH, LLC is a registered investment adviser headquartered in OMAHA, NE, managing approximately $244.1M in assets across 530 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.