Bazis Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bazis Private Wealth LLC provides investment advice and planning to individuals (including high‑net‑worth clients), retirement plans, trusts, estates and business entities. The firm offers written financial planning and consulting along with ongoing portfolio management through its Private Portfolio Management (PPM) program and retirement-plan services.
The firm manages client accounts on a discretionary or non‑discretionary basis and emphasizes asset allocation as its primary approach, drawing on fundamental and charting analysis to construct portfolios across equities, fixed income, options and other instruments. Bazis also reviews and advises on alternative investments and uses both strategic equity positioning and laddered bond purchases as part of its investment process.
Compared with many peer teams, Bazis operates exclusively as a wrap‑fee program sponsor for its asset management services, a structure that is uncommon among similar firms, and it manages approximately $244 million in discretionary client assets. It also offers ERISA fiduciary consulting and discretionary plan management and provides limited alternative‑investment due diligence and structured‑product capability, which broadens the firm’s service set relative to many team advisors.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees from $1,000 to $15,000; fixed fees also available for Alternative Investment Consulting and Retirement Plan Services
$0 - $1,000,000: Up to 2% $1,000,000 - $10,000,000: Up to 1% $10,000,000+: Up to 0.5%
Rates range from $75/hour (administration) to $432/hour (senior advisor)
Account minimum: $10,000,000 Fee-only: Financial planning fixed fees range from $1,000 to $15,000; hourly rates from $75 to $432 per hour depending on personnel and service
Main office
816 S. 169th Street
Omaha NE 68118
Advisors at this office
4
Most active in
Iowa · Nebraska · Oklahoma · Texas · Virginia
Also doing business as
Bazis & Young Investment Group LLC · Bazis Private Wealth · Bazis Private Wealth, LLC · Bazis Young Investment Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Aaron H
CFA®, Series 65
Omaha, NE
Bazis Private Wealth, LLC
Aaron Hilgemann is a CFA® charterholder with three years of industry experience. He is currently with Bazis Private Wealth, LLC and previously held roles at Orion Portfolio Solutions, Bank of the West, and Orion Advisor Technology, LLC. Outside the financial industry, he served in the U.S. Marine Corps from 2013 to 2017 and has experience working in the restaurant sector. Bazis Private Wealth, LLC provides personalized advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm offers portfolio management, financial planning, retirement plan consulting, and alternative investment consulting, managing assets through a wrap-fee program and using a combination of fundamental, charting, and quantitative research in its investment approach.
Andrew L
Series 65
Omaha, NE
Bazis Private Wealth, LLC
Andrew Lamer is a financial advisor at Bazis Private Wealth, LLC in Omaha, NE, holding a Series 65 designation with one year of industry experience. He previously worked at Kidwell for five years and serves in the Nebraska Army National Guard. Bazis Private Wealth LLC provides investment advice and planning to individuals, retirement plans, trusts, estates, and business entities. The firm emphasizes asset allocation using fundamental and charting analysis, managing approximately $244 million in discretionary client assets through its wrap-fee program and offers ERISA fiduciary consulting and alternative investment due diligence.
Duane B
Series 63, Series 65
Omaha, NE
Bazis Private Wealth, LLC
Duane Bazis is a financial advisor with Bazis Private Wealth, LLC in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked with Bazis & Young Investment Group LLC since 2009. Outside of his advisory role, Bazis is a licensed insurance agent with over 30 years of experience selling life, health, long-term care, and annuity products. Bazis Private Wealth LLC provides personalized advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm manages portfolios using a combination of fundamental and charting analysis alongside third-party research and operates exclusively through wrap-fee programs, offering both discretionary and non-discretionary asset management.
Richard M
Series 65
Omaha, NE
Bazis Private Wealth, LLC
Richard Mcginness Jr. is a financial advisor at Bazis Private Wealth, LLC in Omaha, NE, holding a Series 65 designation with 11 years of industry experience. He has been with Bazis & Young Investment Group since 2014. Bazis Private Wealth provides personalized advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm’s investment approach combines asset allocation with fundamental and charting analysis, offering portfolio management, financial planning, retirement plan consulting, and alternative investment consulting through a wrap-fee program structure.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)