LP Profile

Bazis Private Wealth

Also known as bazis private wealth

Wealth ManagerOmaha, United StatesFounded 1995
$177M
Assets Under Management
Omaha
Headquarters
Investment Focus

About Bazis Private Wealth

Bazis Private Wealth is a wealth manager based in Omaha, US. Founded in 1995. Reported AUM: 177 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Bazis Private Wealth from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$244.1M
Total Clients
530
Filing Date
March 15, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Bazis Private Wealth across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Bazis Private Wealth?

Bazis Private Wealth is a wealth manager based in Omaha, United States, managing approximately $177M in assets.

Where is Bazis Private Wealth headquartered?

Bazis Private Wealth is headquartered in Omaha, United States.

How much does Bazis Private Wealth manage?

Bazis Private Wealth manages approximately $177M in assets under management.

When was Bazis Private Wealth founded?

Bazis Private Wealth was founded in 1995.

How can I contact Bazis Private Wealth?

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