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| Bazis Private Wealth LLC
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| |
|---|---|
| CRD # | 148605 |
| SEC # | 801-107200 |
| CIK # | |
| AUM | $182.8 MM (2024-02-21) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 402-965-3334 |
| Address | 14301 Fnb Parkway Omaha, NE 68154 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 105 | 21.9 |
| (b) Individuals (high net worth individuals) | 83 | 154.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.8 |
| (h) Charitable organizations | 0 | 2.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 466 | 182.8 |
| By Discretionary | ||
| Discretionary | 465 | 169.8 |
| Non-Discretionary | 1 | 13.0 |
| Total | 466 | 182.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 181.8 | |
| Total | 466 | 182.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ndure Global LLC
✚
|
NY | 0.2 |
|
David Wealth Management LLC
✚
|
VA | 0.2 |
|
RH Investment Group LLC
✚
|
AZ | 0.2 |
|
North Star Advisory Group LLC
✚
|
OH | 0.2 |
|
Kaizen Financial Strategies LLC
✚
|
CA | 0.2 |
|
CornerStone Advisors LLC
✚
|
AR | 0.2 |
|
Calderwood Financial Strategies Inc
✚
|
TX | 0.2 |
|
Tassel Capital Management Inc
✚
|
NC | 0.2 |
|
Dean Wealth Partners LLC
✚
|
TX | 0.2 |
|
Burnett Financial Group Inc
✚
|
OK | 0.2 |