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Bazis Private Wealth
Bāzis Private Wealth is an SEC-registered investment adviser in Omaha, NE, registered since 2016. The firm manages $244 million in regulatory assets.
Overview
Bāzis Private Wealth is an SEC-registered investment adviser in Omaha, NE, registered since 2016. The firm manages $244 million in regulatory assets. It has 5 employees and 4 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
1995
Location
Region
North America
Country
United States
City
Omaha
Corporate office
Omaha, United States
Frequently asked questions
Who runs investment decisions at Bazis Private Wealth?
No named principals or CIO appear in public records.
Does Bazis Private Wealth participate in fund commitments or only direct deals?
Available information lists only advisory services to clients; no fund commitments or direct deals are disclosed.
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