UMB PRIVATE WEALTH MANAGEMENT, LLC

other names
  • UMB PRIVATE WEALTH MANAGEMENT, LLC
  • UMB FAMILY WEALTH, LLC
  • UMB ASSET MANAGEMENT, LLC

Adviser Profile

As of Date 05/08/2026
Registration SEC, Approved, 12/05/2019
ADV Location KANSAS CITY, MO, United States
Contact Info 816 xxxxxxx
Websites
AUM* 68,362,469 44%
of that, discretionary 0
Private Fund GAV* 65,362,469 38%
Avg Account Size 17,090,617 25%
SMA’s No
Private Funds 7

Adviser Type

- Mid-sized advisory firm

Number of Employees 94 1243%

of those in investment advisory functions 41 4000%

Client Types

- Pooled investment vehicles

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

68M 59M 49M 39M 29M 20M 10M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

SEC Fund Type Count GAV
Fund TypePrivate Equity Fund Count7 GAV$65,362,469

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Brochure Summary