# UMB Private Wealth Management

UMB Private Wealth Management is a Multi Family Office based in Kansas City, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Kansas City, United States
- **Region:** North America
- **Address:** Kansas City, MO, United States
- **Assets under management:** Undisclosed
- **Website:** umb.com

## Regulatory record

- **CRD number:** 306374
- **SEC file number:** 801-117738
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306374

## About

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.

## Sectors

- Wealth Management
- Private Wealth
- Financial Services

## 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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Last updated: 2026-07-06T01:24:27.824Z

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