RIA Intel›Advisers›Missouri›UMB PRIVATE WEALTH MANAGEMENT, LLC

UMB PRIVATE WEALTH MANAGEMENT, LLC

Advisory

N·KANSAS CITY, MO

Data as of Jul 1, 2026 · Source: SEC Form ADV

Total AUM

$125M

1-Year AUM Growth

+3.0%

3-Year CAGR

—

Employees

41

Assets Under Management

Total AUM$125M

Discretionary AUM$55M

Non-Discretionary AUM$70M

Discretionary %43.7%

Total Clients4

Team

Total Employees41

Investment Advisers94

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record13

First FilingNov 5, 2019

Latest FilingJul 1, 2026

🔒 Full AUM trend chart and 13 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on UMB PRIVATE WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.