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 03/30/2026
ADV Location KANSAS CITY, MO, United States
Adviser Type - Related adviser
Number of Employees 8 700%
of those in investment advisory functions 1
Registration SEC, Approved, 12/05/2019
AUM* 68,362,469 21%
of that, discretionary 0
Private Fund GAV* 65,362,469 19%
Avg Account Size 17,090,617 52%
SMA’s No
Private Funds 7 3
Contact Info 816 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

Compensation Arrangments

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

Reported AUM

214M 183M 153M 122M 92M 61M 31M
2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

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

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Brochure Summary