Bazis Private Wealth, LLC

CRD 148605 · Omaha, NE · $244.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 148605
SEC number: 801-107200
Firm type: RIA
Assets under management: $244.1M as of Mar 15, 2026
Website: www.linkedin.com/company/bazis-young-investment-group-llc/?viewAsMember=true ↗
Phone: 402-965-3334
Address: 816 S. 169th Street, Omaha, NE, 68118

Advisors at this firm

4 in our index · page 1 of 1

Duane Robert BazisCRD 1369632 · Omaha, NE

IA Registered

Disclosure event(s) on record
Aaron Christopher HilgemannCRD 7268330 · Omaha, NE

IA Registered
Andrew David LamerCRD 7981366 · Omaha, NE

IA Registered
Richard Lee McginnessCRD 6316315 · Omaha, NE

IA Registered

Source & corrections

Where this page comes from

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