Bazis Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$244,134,828
Total clients
210
40% high-net worth
Total advisors
4
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
53
Average account size
$1,162,547
About
Bazis Private Wealth LLC provides investment advice and planning to individuals (including high‑net‑worth clients), retirement plans, trusts, estates and business entities. The firm offers written financial planning and consulting along with ongoing portfolio management through its Private Portfolio Management (PPM) program and retirement-plan services.
The firm manages client accounts on a discretionary or non‑discretionary basis and emphasizes asset allocation as its primary approach, drawing on fundamental and charting analysis to construct portfolios across equities, fixed income, options and other instruments. Bazis also reviews and advises on alternative investments and uses both strategic equity positioning and laddered bond purchases as part of its investment process.
Compared with many peer teams, Bazis operates exclusively as a wrap‑fee program sponsor for its asset management services, a structure that is uncommon among similar firms, and it manages approximately $244 million in discretionary client assets. It also offers ERISA fiduciary consulting and discretionary plan management and provides limited alternative‑investment due diligence and structured‑product capability, which broadens the firm’s service set relative to many team advisors.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees from $1,000 to $15,000; fixed fees also available for Alternative Investment Consulting and Retirement Plan Services
$0 - $1,000,000: Up to 2% $1,000,000 - $10,000,000: Up to 1% $10,000,000+: Up to 0.5%
Rates range from $75/hour (administration) to $432/hour (senior advisor)
Account minimum: $10,000,000 Fee-only: Financial planning fixed fees range from $1,000 to $15,000; hourly rates from $75 to $432 per hour depending on personnel and service
Main office location
Bazis Private Wealth, LLC
816 S. 169 Th Street
Omaha NE 68118, United States
Number of offices
3
Most active in
Iowa · Nebraska · Oklahoma · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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