UMB PRIVATE WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2019

Total AUM

$68.4M

Discretionary

0% of AUM

Avg account

$17.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: KANSAS CITY, Missouri
CRD number: 306374
Registered since: December 5, 2019
Website: www.umb.com
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

UMB Private Wealth Management, LLC is an SEC-registered wealth management firm organized as an LLC and registered in 2019. The firm functions as a capital allocator and serves an institutional client base while offering a range of advisory services: financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, institutional portfolio management, selection of external advisers, and educational seminars. Its fee arrangements include percentage-of-AUM, fixed fees, and performance-based fees. UMB Private Wealth Management is not flagged as an active ESG investor and lists affiliations spanning broker-dealer activity, other investment adviser roles, registered municipal advisor status, banking or thrift institution connections, and an insurance company relationship.