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UMB Private Wealth Management, LLC

EST. AUM
$124,717,315

CONTACTS

CLIENT ACCOUNTS
46

Firm Details

Metro area Kansas City
CRD Number 306374
Website umb.com
Client types

Overview

UBB Private Wealth Management, LLC (UMBPWM) operates as a registered investment advisor (RIA) and multi-asset wealth management platform. It functions as a wholly owned subsidiary of UMB Financial Corporation (NASDAQ: UMBF), a prominent publicly traded financial services holding company. Guided by a strict fiduciary standard under the Investment Advisers Act of 1940, the firm delivers institutional-grade capital allocation, strategic asset scheduling, and outsourced manager research. The firm specializes in serving high-net-worth individuals, legacy families, and institutional clients alongside managing dedicated private investment vehicles.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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