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- Custodian
- American Funds · Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Pioneer focus
- Established Date
- 02-04-2009
- Office Locations
- 1
Office Locations
About Bazis Private Wealth, LLC
Bāzis Private Wealth, LLC is an Omaha, NE RIA delivering fiduciary private wealth services that pair financial planning with portfolio management. The team serves entrepreneurs and families with retirement, tax, estate, charitable giving, and business-succession planning. Portfolios make significant use of ETFs and fixed income, with selective alternatives (e.g., private equity/real estate). Custody includes Schwab (and LPL); the firm uses tools like Orion/eMoney and has an in-house CFA portfolio role.
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Owner & Executives
DUANE ROBERT BAZIS JR
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #1369632
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Aaron Christopher Hilgemann
--
- CRD
- #7268330
Andrew David Lamer
--
- CRD
- #7981366
Frontier atlas
Crest bridge wave
- CRD
- #46726
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $244,134,828 | $460,632 |
| Non-Discretionary | $0 | -- |
| Total | $244,134,828 | $460,632 |
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Separately Managed Accounts
Total SMA Asset: $244,134,828
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $375,071,611 | 9.5% |
| U.S. Government/Agency | $604,062,700 | 15.3% |
| Public Funds | $939,653,089 | 23.8% |
| Municipal Bonds | $339,538,511 | 8.6% |
| Cash | $983,082,433 | 24.9% |
| Corporate - Investment Grade | $426,397,200 | 10.8% |
| Private Funds | $280,316,678 | 7.1% |
| Total | $3,948,122,222 | 100.0% |