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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bazis Private Wealth LLC
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| CRD # | 148605 |
| SEC # | 801-107200 |
| CIK # | |
| AUM | $216.7 M (2025-06-17) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 402-965-3334 |
| Address | 816 S 169th Street Omaha, NE 68118 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 114 | 27.3 |
| (b) Individuals (high net worth individuals) | 84 | 180.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 4.4 |
| (h) Charitable organizations | 0 | 2.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 493 | 216.7 |
| By Discretionary | ||
| Discretionary | 493 | 216.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 493 | 216.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 215.6 | |
| Total | 493 | 216.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealth Management Group of North America LLC
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|
CT | 0.2 |
|
TRU Independence Asset Management 2 LLC
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|
OR | 0.2 |
|
Horizon Wealth Advisors LLC
✚
|
0.2 | |
|
Revere Asset Management Inc
✚
|
TX | 0.2 |
|
Apex Capital Management LLC
✚
|
LA | 0.2 |
|
Greybull Partners LLC
✚
|
GA | 0.2 |
|
Byrne Asset Management LLC
✚
|
NJ | 0.2 |
|
Calderwood Financial Strategies Inc
✚
|
TX | 0.2 |
|
WD Rutherford LLC
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|
OR | 0.2 |
|
Oceanis Financial Advisors Inc
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|
FL | 0.2 |