UMB PRIVATE WEALTH MANAGEMENT, LLC

UMB PRIVATE WEALTH MANAGEMENT, LLC of OVERLAND PARK, KS is an SEC-registered investment adviser (CRD 306374). Regulatory assets under management: $124.7M.

Registration

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos, Other.

Officers, owners & control persons (8)

NameRoleLocation
Kristine Alane StarkmanCHIEF COMPLIANCE OFFICER
Thomas E CarewDIRECTOR FOR PRIVATE INVESTMENTS
SMITH CLARENCE ANDREWCCO
MCGEORGE DANNY SCOTTCCO
NEWTON NIKKI FARENTINOPRESIDENT
WEEKS DANIEL WILLIAMMANAGING DIRECTOR & CCO
Ward Jacquelyn EliseDIRECTOR-PRIVATE INVESTMENTS
Benjamin Joseph SkillingDIRECTOR, SALES AND DELIVERY

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