UMB PRIVATE WEALTH MANAGEMENT, LLC
Overland Park, United States · CRD 306374
SEC-registered investment adviser since 2019 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$124.7m
- Main clients (by assets)Private funds 56%, High net worth individuals 36%, Individuals 7%
- Private funds4 · $70.2m gross assets
- Websiteumb.com
- Form ADV · 2026-09-18SEC adviser record
- Kindprivate equity
- Others nearbyOverland Park, KS, Leawood, KS, Kansas City, MO, Denver, CO, Phoenix, AZ, Saint Louis, MO
As an employer
- Staff (Form ADV)94 · 41 in investment roles
- Offices in1 country
- Private fundsprivate equity 4
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| Overland Park, KS (main office)United States | about 11 |
| Leawood, KSUnited States | 7 |
| Kansas City, MOUnited States | 6 |
| Denver, COUnited States | 4 |
| Milwaukee, WIUnited States | 2 |
| Phoenix, AZUnited States | 2 |
| Albuquerque, NMUnited States | 1 |
| Clayton, MOUnited States | 1 |
| Dallas, TXUnited States | 1 |
| Dubuque, IAUnited States | 1 |
| Edina, MNUnited States | 1 |
| Madison, WIUnited States | 1 |
3 more cities
| Rockford, ILUnited States | 1 |
| Scottsdale, AZUnited States | 1 |
| St. Louis, MOUnited States | 1 |
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.