Hope Gena Albu

Employer firm

Umb Private Wealth Management, LLC CRD 306374

$125M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2019 → 10/2020
  Edward Jones
  St Louis, MO
• 12/2018 → 07/2019
  Moss Adams
  Denver, CO
• 11/2014 → 11/2018
  Johns Manville
  Denver, CO
• 10/2020 → 04/2021
  Personal Capital Advisors Corporation
  Denver, CO
• 05/2021 → 11/2023
  Peak Asset Management, Llc
  Denver, CO
• 11/2023 → 12/2025
  Holcombe Financial, Inc.
  Atlanta, GA
• 12/2024 → Present
  Umb Bank Na
  Kansas City, MO
• 05/2026 → Present
  Umb Private Wealth Management, Llc
  Kansas City, MO

Previous Registrations

• 2024-01-19 → 2024-12-11
  Holcombe Financial, Inc.
  Centennial, CO
  Atlanta, GA
• 2021-12-08 → 2023-11-29
  Peak Asset Management, Llc
  Louisville, CO
  Louisville, CO
• 2020-10-13 → 2021-04-12
  Personal Capital Advisors Corporation
  Denver, CO
• 2019-11-11 → 2020-10-06
  Edward Jones
  Centennial, CO
  St Louis, MO
  Littleton, CO
  Greenwood Village, CO
  Centennial, CO

Other Businesses

1) Sarah Minowitz, LLC; non-investment related, 1641 W Canal St. Unit 737 Littleton, CO 80120; Rental Property; Owner; Start date: 8/31/2018; Hours per week: 0; Hours during trading: 0; Responsible for paying for repairs 2) HGA Financial, non-investment related; 7638 S Locust St., Centennial CO 80112, Tax Preparation, Tax preparer, Start Date: 2021; Hours per week, <5 hours per week; Hours during trading: 0; Tax preparation 3) UMB Bank, N.A., Kansas City, MO; Start date: 2024; Sr Financial Planner 160 hours per month; 140 hours per month during trading; Duties include Data gathering, financial planning assessment and recommendation development

Exams

• S66 Uniform Combined State Law Examination
  2019-11-08

Designations

• Certified Financial Planner

Other Names

• Hope Albu