Umb Private Wealth Management, LLC
Umb Private Wealth Management, LLC is an SEC-registered wealth manager in Kansas City, MO with $68.4M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Umb Private Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306374, SEC 801-117738, data through 2026-05-22.
- AUM (assets under management / regulatory AUM)
- $68.4M (2026-05-22)
- Firm type
- Wealth Manager
- Location
- Kansas City, MO
- Employees
- 94
- Clients
- 4
- CRD
- 306374
- Ownership
- UMB FINANCIAL CORP; WEEKS, DANIEL, WILLIAM; NEWTON, NIKKI, FARENTINO; SMITH, JEFFREY, ANDREW; Ward, Jacquelyn, Elise
How much AUM does Umb Private Wealth Management, LLC have?
Umb Private Wealth Management, LLC reported $68.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-22).
Who owns Umb Private Wealth Management, LLC?
Disclosed owners and executives of Umb Private Wealth Management, LLC include UMB FINANCIAL CORP, WEEKS, DANIEL, WILLIAM, NEWTON, NIKKI, FARENTINO, SMITH, JEFFREY, ANDREW, Ward, Jacquelyn, Elise. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.