Abraham William Radmanesh

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

• 07/2014 → 10/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Kansas City, MO
• 07/2014 → 10/2017
  Bank Of America, N.A.
  Kansas City, MO
• 11/2017 → Present
  Umb Bank
  Kansas City, MO
• 11/2017 → 05/2026
  Umb Financial Services Inc
  Kansas City, MO
• 05/2026 → Present
  Umb Private Wealth Management Llc
  Kansas City, MO

Previous Registrations

• 2017-11-03 → 2026-04-14
  Umb Financial Services, Inc.
  Kansas City, MO
  Leawood, KS
  Leawood, KS
  Kansas City, MO
• 2014-09-03 → 2017-10-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Kansas City, MO
• 2013-10-29 → 2014-07-17
  Commerce Brokerage Services, Inc.
  Kansas City, MO
  Kansas City, MO
  Clayton, MO

Other Businesses

1) UMB Bank, n.a., investment-related, 1010 Grand Blvd., Kansas City, MO, 64106, investment management services, financial services professional, start date 11/01/17, 152 hours per month allocated to UMB Bank during normal business hours. 2) Colonial Presbyterian Church, Non-Profit, OP KS, Elder Board Member, 5 hrs weekly, 0 comp. 3) Evangelical Presbyterian Church, Church Planting Board, Orlando, FL, Board Member, 2x a year board meeting, 2 hour calls monthly, 0 comp, volunteer

Exams

• S66 Uniform Combined State Law Examination
  2013-10-28

Other Names

• Abe William Radmanesh