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Umb Private Wealth Management, LLC CRD 306374
$125M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-19 |
| CA | RA | APPROVED | 2026-05-12 |
Branch Locations
1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States
2036 E Camelback Rd, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Versant Capital Management | Phoenix | AZ | 04/2022 | 07/2025 |
| Ronald Blue Trust | Tempe | AZ | 03/2016 | 04/2022 |
| Umb Bank N.A | Kansas City | MO | 07/2025 | Present |
| Umb Private Wealth Management, Llc | Kansas City | MO | 05/2026 | Present |
UMB Bank, N.A. Investment related, 1010 Grand Blvd - 3rd Floor, KC MO 64106, banking related private wealth management, Wealth Advisor, 07/2025, 40 hours/month, 30 hours/month during trading. Duties include Relationship management with existing clients and delivering holistic financial planning with clients
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