BAZIS PRIVATE WEALTH, LLC
CRD #148605 SEC #801-107200 OMAHA, NE 402-965-3334
SEC Registered
Total AUM
$216.7M
Discretionary
$216.7M
Employees
6
Clients
10
Accounts
493
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $216.7M | $216.7M | $0 | 6 | 11 |
| Jan 2025 | $216.7M | $216.7M | $0 | 6 | 11 |
| Jan 2025 | $216.7M | $216.7M | $0 | 6 | 11 |
| Nov 2024 | $182.8M | $169.8M | $13M | 5 | 0 |
| Feb 2024 | $182.8M | $169.8M | $13M | 3 | 0 |
| Feb 2024 | $182.8M | $169.8M | $13M | 3 | 0 |
| Mar 2023 | $162.4M | $162.4M | $4.4K | 3 | 0 |
| Jan 2023 | $162.4M | $162.4M | $4.4K | 3 | 0 |
| Dec 2022 | $177.2M | $173.3M | $4M | 2 | 0 |
| Dec 2022 | $177.2M | $173.3M | $4M | 2 | 0 |
| Jul 2022 | $177.2M | $173.3M | $4M | 2 | 0 |
| Apr 2022 | $177.2M | $173.3M | $4M | 2 | 0 |
| Jan 2022 | $177.2M | $173.3M | $4M | 2 | 0 |
| May 2021 | $153.1M | $135.4M | $17.7M | 2 | 0 |
| Jan 2021 | $153.1M | $135.4M | $17.7M | 2 | 0 |
| Dec 2020 | $144.9M | $129.1M | $15.7M | 3 | 0 |
| Sep 2020 | $144.9M | $129.1M | $15.7M | 3 | 0 |
| Jul 2020 | $144.9M | $129.1M | $15.7M | 3 | 0 |
| Jun 2020 | $144.9M | $129.1M | $15.7M | 3 | 0 |
| Jun 2020 | $144.9M | $129.1M | $15.7M | 3 | 0 |
| May 2020 | $144.9M | $129.1M | $15.7M | 3 | 0 |
| Feb 2020 | $144.9M | $129.1M | $15.7M | 3 | 0 |
| Oct 2019 | $127.7M | $114.4M | $13.3M | 3 | 0 |
| Jan 2019 | $127.7M | $114.4M | $13.3M | 3 | 0 |
| Mar 2018 | $130.1M | $119.9M | $10.2M | 2 | 0 |
| Feb 2018 | $130.1M | $119.9M | $10.2M | 2 | 0 |
| Jan 2018 | $130.1M | $119.9M | $10.2M | 2 | 0 |
| Jan 2018 | $130.1M | $119.9M | $10.2M | 2 | 0 |
| Feb 2017 | $120.1M | $98.2M | $21.8M | 2 | 100 |
| Oct 2016 | $102M | $81.7M | $20.3M | 3 | 170 |
| Sep 2016 | $102M | $81.7M | $20.3M | 3 | 170 |
| Aug 2016 | $102M | $81.7M | $20.3M | 3 | 170 |
| Jul 2016 | $102M | $81.7M | $20.3M | 3 | 170 |
| Jul 2016 | $102M | $81.7M | $20.3M | 3 | 170 |
| Mar 2016 | $102M | $81.7M | $20.3M | 3 | 170 |
| Jan 2016 | $102M | $81.7M | $20.3M | 3 | 170 |
| May 2012 | $44M | $40M | $3.9M | 1 | 26 |
| Feb 2012 | $44M | $40M | $3.9M | 1 | 26 |
| Nov 2011 | $45.7M | $43M | $2.7M | 1 | 101 |
| Nov 2011 | $45.7M | $43M | $2.7M | 1 | 101 |
| Jul 2011 | $45.7M | $43M | $2.7M | 5 | -- |
| Feb 2009 | $28.2M | $27.6M | $615.6K | 5 | -- |
| Feb 2009 | $0 | $0 | $0 | 5 | -- |
DateJun 2025
Total AUM$216.7M
Discretionary$216.7M
Non-Disc.$0
Employees6
Clients11
DateJan 2025
Total AUM$216.7M
Discretionary$216.7M
Non-Disc.$0
Employees6
Clients11
DateJan 2025
Total AUM$216.7M
Discretionary$216.7M
Non-Disc.$0
Employees6
Clients11
DateNov 2024
Total AUM$182.8M
Discretionary$169.8M
Non-Disc.$13M
Employees5
Clients0
DateFeb 2024
Total AUM$182.8M
Discretionary$169.8M
Non-Disc.$13M
Employees3
Clients0
DateFeb 2024
Total AUM$182.8M
Discretionary$169.8M
Non-Disc.$13M
Employees3
Clients0
DateMar 2023
Total AUM$162.4M
Discretionary$162.4M
Non-Disc.$4.4K
Employees3
Clients0
DateJan 2023
Total AUM$162.4M
Discretionary$162.4M
Non-Disc.$4.4K
Employees3
Clients0
DateDec 2022
Total AUM$177.2M
Discretionary$173.3M
Non-Disc.$4M
Employees2
Clients0
DateDec 2022
Total AUM$177.2M
Discretionary$173.3M
Non-Disc.$4M
Employees2
Clients0
DateJul 2022
Total AUM$177.2M
Discretionary$173.3M
Non-Disc.$4M
Employees2
Clients0
DateApr 2022
Total AUM$177.2M
Discretionary$173.3M
Non-Disc.$4M
Employees2
Clients0
DateJan 2022
Total AUM$177.2M
Discretionary$173.3M
Non-Disc.$4M
Employees2
Clients0
DateMay 2021
Total AUM$153.1M
Discretionary$135.4M
Non-Disc.$17.7M
Employees2
Clients0
DateJan 2021
Total AUM$153.1M
Discretionary$135.4M
Non-Disc.$17.7M
Employees2
Clients0
DateDec 2020
Total AUM$144.9M
Discretionary$129.1M
Non-Disc.$15.7M
Employees3
Clients0
DateSep 2020
Total AUM$144.9M
Discretionary$129.1M
Non-Disc.$15.7M
Employees3
Clients0
DateJul 2020
Total AUM$144.9M
Discretionary$129.1M
Non-Disc.$15.7M
Employees3
Clients0
DateJun 2020
Total AUM$144.9M
Discretionary$129.1M
Non-Disc.$15.7M
Employees3
Clients0
DateJun 2020
Total AUM$144.9M
Discretionary$129.1M
Non-Disc.$15.7M
Employees3
Clients0
DateMay 2020
Total AUM$144.9M
Discretionary$129.1M
Non-Disc.$15.7M
Employees3
Clients0
DateFeb 2020
Total AUM$144.9M
Discretionary$129.1M
Non-Disc.$15.7M
Employees3
Clients0
DateOct 2019
Total AUM$127.7M
Discretionary$114.4M
Non-Disc.$13.3M
Employees3
Clients0
DateJan 2019
Total AUM$127.7M
Discretionary$114.4M
Non-Disc.$13.3M
Employees3
Clients0
DateMar 2018
Total AUM$130.1M
Discretionary$119.9M
Non-Disc.$10.2M
Employees2
Clients0
DateFeb 2018
Total AUM$130.1M
Discretionary$119.9M
Non-Disc.$10.2M
Employees2
Clients0
DateJan 2018
Total AUM$130.1M
Discretionary$119.9M
Non-Disc.$10.2M
Employees2
Clients0
DateJan 2018
Total AUM$130.1M
Discretionary$119.9M
Non-Disc.$10.2M
Employees2
Clients0
DateFeb 2017
Total AUM$120.1M
Discretionary$98.2M
Non-Disc.$21.8M
Employees2
Clients100
DateOct 2016
Total AUM$102M
Discretionary$81.7M
Non-Disc.$20.3M
Employees3
Clients170
DateSep 2016
Total AUM$102M
Discretionary$81.7M
Non-Disc.$20.3M
Employees3
Clients170
DateAug 2016
Total AUM$102M
Discretionary$81.7M
Non-Disc.$20.3M
Employees3
Clients170
DateJul 2016
Total AUM$102M
Discretionary$81.7M
Non-Disc.$20.3M
Employees3
Clients170
DateJul 2016
Total AUM$102M
Discretionary$81.7M
Non-Disc.$20.3M
Employees3
Clients170
DateMar 2016
Total AUM$102M
Discretionary$81.7M
Non-Disc.$20.3M
Employees3
Clients170
DateJan 2016
Total AUM$102M
Discretionary$81.7M
Non-Disc.$20.3M
Employees3
Clients170
DateMay 2012
Total AUM$44M
Discretionary$40M
Non-Disc.$3.9M
Employees1
Clients26
DateFeb 2012
Total AUM$44M
Discretionary$40M
Non-Disc.$3.9M
Employees1
Clients26
DateNov 2011
Total AUM$45.7M
Discretionary$43M
Non-Disc.$2.7M
Employees1
Clients101
DateNov 2011
Total AUM$45.7M
Discretionary$43M
Non-Disc.$2.7M
Employees1
Clients101
DateJul 2011
Total AUM$45.7M
Discretionary$43M
Non-Disc.$2.7M
Employees5
Clients--
DateFeb 2009
Total AUM$28.2M
Discretionary$27.6M
Non-Disc.$615.6K
Employees5
Clients--
DateFeb 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--