UMB PRIVATE WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$124,717,315
Discretionary
$54,543,298
Non-discretionary
$70,174,017
Firm details
- CRD number
- 306374
- SEC file number
- 801-117738
- Main office
- OVERLAND PARK, KS, United States
- Employees
- 94
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of October 2026.