# UMB PRIVATE WEALTH MANAGEMENT, LLC

UMB PRIVATE WEALTH MANAGEMENT, LLC of KANSAS CITY, MO is an SEC-registered investment adviser.

## Registration

- CRD: 306374
- Type: SEC-registered investment adviser
- SEC file number: 801-117738
- Location: 1010 GRAND, 3RD FLOOR, KANSAS CITY, MO, 64106
- Phone: 816-860-7000
- Latest filing: 2026-07-01
- Regulatory AUM: $124.7M
- Discretionary AUM: $54.5M
- Non-discretionary AUM: $70.2M
- Clients: 94
- Accounts: 46

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos, Other

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Kristine Alane Starkman | CHIEF COMPLIANCE OFFICER | — |
| Thomas E Carew | DIRECTOR FOR PRIVATE INVESTMENTS | — |
| SMITH CLARENCE ANDREW | CCO | — |
| MCGEORGE DANNY SCOTT | CCO | — |
| NEWTON NIKKI FARENTINO | PRESIDENT | — |
| WEEKS DANIEL WILLIAM | MANAGING DIRECTOR & CCO | — |
| Ward Jacquelyn Elise | DIRECTOR-PRIVATE INVESTMENTS | — |
| Benjamin Joseph Skilling | DIRECTOR, SALES AND DELIVERY | — |


## Private funds (4)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| FW TESSERA HORIZON, LLC | Private Equity Fund | Delaware | 24 | $44.9M | $250K |
| KS HALITE, LLC | Private Equity Fund | Delaware | 18 | $14.2M | $250K |
| FW TESSERA LLC | Private Equity Fund | Delaware | 11 | $7.1M | $250K |
| FW TESSERA ROYALE, LLC | Private Equity Fund | Delaware | 16 | $4.0M | $250K |


## Branch offices (14)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| LEAWOOD | KS | 7 | 9133899702 |
| KANSAS CITY | MO | 6 | 8167141776 |
| DENVER | CO | 4 | 7205566161 |
| MILWAUKEE | WI | 2 | 3147194378 |
| PHOENIX | AZ | 2 | 4803156812 |
| SCOTTSDALE | AZ | 1 | 4803156812 |
| DUBUQUE | IA | 1 | 6082031233 |
| ROCKFORD | IL | 1 | 6082031233 |
| EDINA | MN | 1 | 7632584184 |
| ALBUQUERQUE | NM | 1 | 6082031233 |
| ST. LOUIS | MO | 1 | 3146128214 |
| DALLAS | TX | 1 | 6082031233 |
| CLAYTON | MO | 1 | 3146128044 |
| MADISON | WI | 1 | 6082031233 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306374/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306374/similar
- Related entities: https://search.stillhousedata.com/firm/306374/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306374

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.