Aaron Christopher Hilgemann
Investment adviser representative at Bazis Private Wealth, LLC
13 yearsExperience
2 statesRegistered in
CFADesignation
$244.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Bazis Private Wealth, LLCFeb 2024 to now
- Orion Portfolio SolutionsOct 2023 to Feb 2024
- Bank of the WestMay 2022 to Sep 2023
- Orion Advisor Technology, LLCDec 2019 to May 2022
- Beacon Hills RestaurantJun 2019 to May 2022
- Steaks and Grapes RestaurantMar 2019 to Jun 2019
- Tavern 180 RestaurantDec 2018 to Mar 2019
- Stogies Cigar BarAug 2017 to Dec 2019
- US Marine CorpsAug 2013 to Jul 2017
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
Bazis Private Wealth, LLC
$244.1MAssets managed
210Clients
4Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7268330
- Firm CRD
- 148605