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BAZIS PRIVATE WEALTH, LLC

OMAHA, NE · CRD 148605 · IAPD ↗ · 402-965-3334

$244.1MRegulatory AUM
4Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2024 — BAZIS PRIVATE WEALTH, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.