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

Adviser Profile

As of Date 07/01/2026
Registration SEC, Approved, 12/05/2019
ADV Location KANSAS CITY, MO, United States
Contact Info 816 xxxxxxx
Websites
AUM* 124,717,315 128%
of that, discretionary 54,543,298 100%
Number of Employees 94 1243%
of those in investment advisory functions 41 4000%
Private Fund GAV* 70,174,017 48%
Avg Account Size 2,711,246 -80%
% High Net Worth 54.35% 100%
SMA’s No
Private Funds 4 3

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above

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

Count GAV
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Brochure Summary