# Bazis Private Wealth

Bazis Private Wealth is a Bank / Wealth / Trust based in Omaha, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Omaha, United States
- **Region:** North America
- **Address:** Omaha, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** baziswealth.com
- **LinkedIn:** https://www.linkedin.com/company/bazis-private-wealth-llc

## Regulatory record

- **CRD number:** 148605
- **SEC file number:** 801-107200
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-15T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148605

## About

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.

## 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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- [Bay Wharf Capital](https://altss.com/profile/bay-wharf-capital)
- [BBA Capital Partners](https://altss.com/profile/bba-capital-partners)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/bazis-private-wealth

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