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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...
Overview
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
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).
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