# BAZIS PRIVATE WEALTH, LLC

BAZIS PRIVATE WEALTH, LLC of OMAHA, NE is an SEC-registered investment adviser.

## Registration

- CRD: 148605
- Type: SEC-registered investment adviser
- SEC file number: 801-107200
- Location: 816 S. 169TH STREET, OMAHA, NE, 68118
- Phone: 402-965-3334
- Latest filing: 2026-03-15
- Regulatory AUM: $244.1M
- Discretionary AUM: $244.1M
- Clients: 5
- Accounts: 530

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Duane Robert Bazis | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | — |
| BAZIS DUANE ROBERT | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | — |
| YOUNG BRUCE CAMERON | MEMBER | — |
| BAAS DAVID WARREN | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| GLEN ALLEN | VA | 2 | (844) 303-1531 |
| GLEN ALLEN | VA | 2 | (844) 303-1531 |
| OMAHA | NE | 1 | 866-550-8012 |
| OMAHA | NE | 1 | 866-550-8012 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/148605/brochure
- Similar advisers: https://search.stillhousedata.com/firm/148605/similar
- Related entities: https://search.stillhousedata.com/firm/148605/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/148605

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.