UMB PRIVATE WEALTH MANAGEMENT, LLC

CRD 306374 · SEC 801-117738

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1010 GRAND, 3RD FLOOR, KANSAS CITY, MO, 64106, United States

Phone

816-860-7000

Fax

816-860-3689

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$68.4M

Discretionary AUM

Team

94 total employees; 41 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-05-22

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersEducational seminarsCREATION AND MANAGEMENT OF PRIVATE INVESTMENTS AND FUNDS FOR SPECIAL PURPOSE VEHICLE INVESTMENT FUNDS AND FINANCIAL INSTITUTIONS

Client types

Type	Clients	AUM
Pooled investment vehicles	4	$68.4M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://www.umb.com/wealth-management.com

Official SEC filing: View on IAPD