BAZIS PRIVATE WEALTH, LLC

14301 Fnb Parkway
Ste. 100
Omaha, Nebraska 68154
Tel: 402-965-3334

About BAZIS PRIVATE WEALTH, LLC

BAZIS PRIVATE WEALTH, LLC, formally registered with the SEC as BAZIS PRIVATE WEALTH, LLC. The firm was established in 01/27/2016. They have over 3 offices throughout the country.

BAZIS PRIVATE WEALTH, LLC is a Omaha, Nebraska based Financial Planning firm with nearly $216,693,486 assets under management, offering retirement planning & investment advisory services to 493 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	148605
SEC#	801-107200
Assets Managed by Firm	$216,693,486
No. of Clients	493
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	493	$216,693,486
Individuals (other than high net worth individuals)	114	$27,329,430
High net worth individuals	84	$180,415,270
Pension and profit sharing plans	Fewer than 5 clients	$4,364,578
Charitable organizations	Fewer than 5 clients	$2,670,446
Corporations or other businesses	Fewer than 5 clients	$1,913,762

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ORION PORTFOLIO SOLUTIONS, LLC 17605 Wright St Omaha, NE, 68130	$53,844,463,960	299169	404
AMERITAS INVESTMENT PARTNERS, INC. 5945 R Street Lincoln, NE, 68505-3402	$24,871,650,720	1982	50
BRIDGES INVESTMENT MANAGEMENT INC 13333 California St, Suite 500 Omaha, NE, 68154	$9,882,583,283	2646	76
FIRST NATIONAL ADVISERS, LLC 14010 Fnb Parkway, Suite 200 Omaha, NE, 68154	$6,237,040,948	4052	37
WEITZ INVESTMENT MANAGEMENT, INC. 3555 Farnam Street, Suite 800 Omaha, NE, 68131-3312	$5,153,814,823	20	37

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