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- Custodian
- American Funds · Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between June 17, 2025 and March 15, 2026, reported AUM increased 12.7%, from $216.7M to $244.1M.
Across 5 reported observations, AUM increased 37.8% between December 22, 2022 and March 15, 2026, from $177.2M to $244.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 210 clients, or 52.5 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on March 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Bazis Private Wealth, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Assistant Portfolio Manager
- CRD
- #7268330
Andrew David Lamer
Investment Advisor Representative
- CRD
- #7981366
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
SMA allocation detail is available
Bazis Private Wealth, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.