Nathan Michael Wehrman

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

• 05/2017 → 11/2022
  Samson Capital Management
  Leawood, KS
• 08/2015 → 05/2017
  Deloitte & Touche
  Kansas City, MO
• 11/2022 → Present
  Umb Family Wealth
  Kansas City, MO

Previous Registrations

• 2017-08-29 → 2019-11-04
  Samson Capital Management, Llc
  Leawood, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-29

Designations

• Chartered Financial Analyst