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UMB Private Wealth Management
UMB Private Wealth Management, LLC is an SEC-registered investment adviser in Kansas City, MO, registered since 2019. The firm manages approximately $68...
UMB Private Wealth Management
UMB Private Wealth Management, LLC is an SEC-registered investment adviser in Kansas City, MO, registered since 2019. The firm manages approximately $68 million in regulatory assets. It has 94 employees and 41 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Kansas City
Corporate office
Kansas City, MO, United States
Sector focus
Frequently asked questions
How does UMB Private Wealth Management differ from independent family offices?
UMB Private Wealth Management operates under a regulated bank trust charter, meaning it can serve as fiduciary trustee, executor, and investment manager within one entity — unlike standalone RIAs or single-family offices, which often require external trust partners for estate administration roles.
What types of clients does UMB Private Wealth Management serve?
The firm primarily serves high-net-worth individuals, multi-generational families, family offices, foundations, endowments, and institutional clients. Its trust and estate planning capabilities make it particularly suited for clients seeking continuity across generations (public record).
Is UMB Private Wealth Management a single-family office?
No, it is a multi-family office operating as a division of UMB Financial Corp. It serves multiple unrelated families and institutional clients, and its offerings include investment management, trust administration, custody, and philanthropic advisory.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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