UMB PRIVATE WEALTH MANAGEMENT, LLC of KANSAS CITY, MO is an SEC-registered investment adviser (CRD 306374). Regulatory assets under management: $124.7M.
Compensation: % of AUM, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos, Other.
| 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 | — |
| Fund | Type | Formed | Owners | Gross asset value | 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 |
| 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 |