Umb Private Wealth Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

306374

SEC number

801-117738

Firm type

RIA

Assets under management

$68.4M as of May 22, 2026

Website

www.umb.com/wealth-management.com ↗

Phone

816-860-7000

Address

1010 Grand, Kansas City, MO, 64106

Advisors at this firm

42 in our index · page 1 of 1

• Jaclyn Susan AndersonCRD 4592572 · Kansas City, MO
  IA RegisteredRegistration inactive
• Hope Gena AlbuCRD 7169417 · Denver, CO
  IA RegisteredRegistration inactive
• Kimberly Johnsen BittnerCRD 4771439 · Rockford, IL
  IA Registered
• Steven Charles CairnsCRD 4986522 · Madison, WI
  IA RegisteredRegistration inactive
• Cody Stratton CarpenterCRD 5261001 · Leawood, KS
  IA RegisteredRegistration inactive
• Jake CraterCRD 4536431 · Dallas, TX
  IA RegisteredRegistration inactive
• Jonathon Charles CushmanCRD 4598597 · Dubuque, IA
  IA Registered
• Bernard Loyd ColsonCRD 2628142 · Leawood, KS
  IA RegisteredRegistration inactive
• Michael Joseph DiederichCRD 2617364 · Kansas City, KS
  IA Registered
• Julie Ann EnloeCRD 3041670 · Kansas City, MO
  IA Registered
• Bryan EsarcoCRD 8240050 · Milwaukee, WI
  IA Registered
• Derrick R EversCRD 8125813 · Kansas City, MO
  IA Registered
• Mozart Correa GarciaCRD 6602736 · Kansas City, MO
  IA RegisteredRegistration inactive
• Kimberly Ann GattisCRD 3262748 · Leawood, KS
  IA RegisteredRegistration inactive
• Brooklyn GormlyCRD 6664862 · Overland Park, KS
  IA RegisteredRegistration inactive
• Jan Teresa HeamanCRD 4729124 · Clayton, MO
  IA Registered
• Regan Michelle HamiltonCRD 7328482 · Kansas City, MO
  IA RegisteredRegistration inactive
• Ralph David JanitellCRD 1292715 · Denver, CO
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Landon Mark JensenCRD 6450492 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Christine Marie KirkCRD 5639889 · Denver, CO
  IA Registered
• Giridhar Nmn KrishnanCRD 5150744 · Rancho Bernardo, CA
  IA Registered
• Todd Frederick KroughCRD 1685166 · Edina, MN
  IA RegisteredRegistration inactive
• David M. KuebelbeckCRD 3246236 · Kansas City, MO
  IA Registered
• Sean Patrick KennedyCRD 8270819 · Leawood, KS
  IA Registered
• Daniel KiefferCRD 8239366 · Kansas City, MO
  IA Registered
• Nick NguyenCRD 7439559 · Kansas City, MO
  IA Registered
• Rigley NussCRD 8241101 · Leawood, KS
  IA Registered
• Wayne Robert OltjenCRD 4344288 · Kansas City, MO
  IA RegisteredRegistration inactive
• Thomas Francis PeckoshCRD 1961416 · Kansas City, MO
  IA Registered
• Paige Margaret RadkeCRD 6415546 · Milwaukee, WI
  IA RegisteredRegistration inactive
• William Jaros ReeseCRD 4467257 · Kansas City, MO
  IA Registered
• Abraham William RadmaneshCRD 6234967 · Kansas City, MO
  IA RegisteredRegistration inactive
• Jenifer Jeanne RieckCRD 5521587 · Kansas City, MO
  IA RegisteredRegistration inactive
• Benjamin Joseph SkillingCRD 4686294 · Leawood, KS
  IA RegisteredRegistration inactive
• Melissa Kay SturgisCRD 2222874 · Kansas City, MO
  IA RegisteredRegistration inactive
• Chris Lawrence SchurmanCRD 3228474 · St. Louis, MO
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Sarah Rose SzczublewskiCRD 7555303 · Phoenix, AZ
  IA Registered
• Jimmy Ray TurnerCRD 2217611 · Kansas City, MO
  IA RegisteredRegistration inactive
• Tylor Anthony WillisCRD 5983666 · Leawood, KS
  IA RegisteredRegistration inactive
• Matthew Steven WeberCRD 6885478 · Kansas City, MO
  IA Registered
• Nathan Michael WehrmanCRD 6828318 · Kansas City, MO
  IA Registered
• Michael Aaron YeagerCRD 2879743 · Kansas City, MO
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.