UMB Private Wealth Management, LLC
● SEC registered since 2019CRD 306374SEC# 801-117738Kansas City, MO
Ranks #5,807 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$68.4M
Fund GAV
$65.4M
Private funds
4
Employees
94
Accounts
4
Location
Kansas City, MO
UMB Private Wealth Management, LLC assets under management
UMB Private Wealth Management, LLC operates as an SEC-registered investment adviser based in Kansas City, MO. The firm has been registered since 2019. It reports $68.4 million in regulatory assets under management and employs 94 people. UMB Private Wealth Management, LLC manages 4 private funds with combined gross assets of $65.4 million, including Fw Tessera Horizon, LLC. By regulatory assets, it ranks 5,807 of 6,004 private fund managers.
UMB Private Wealth Management, LLC private funds
4 funds · $65.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Fw Tessera Horizon, LLC | Private Equity | $42.3M | $250K |
| Ks Halite, LLC | Private Equity | $11.3M | $250K |
| Fw Tessera Royale, LLC | Private Equity | $5.9M | $250K |
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Join to unlock · $37/moUMB Private Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Joseph Skilling Control | Director, Sales And Delivery | Under 5% | 2026 |
| Kristine Alane Starkman Control | Chief Compliance Officer | Under 5% | 2025 |
| Thomas E Carew Control | Director For Private Investments | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does UMB Private Wealth Management, LLC manage?
UMB Private Wealth Management, LLC reports $68.4 million in regulatory assets under management on its Form ADV.
How many private funds does UMB Private Wealth Management, LLC manage?
UMB Private Wealth Management, LLC manages 4 private funds with combined gross assets of $65.4 million.
How many employees does UMB Private Wealth Management, LLC have?
UMB Private Wealth Management, LLC reports 94 employees.
Where is UMB Private Wealth Management, LLC located?
UMB Private Wealth Management, LLC is based in Kansas City, MO and has been SEC-registered since 2019.
Does UMB Private Wealth Management, LLC disclose fund performance?
UMB Private Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1010 Grand, 3rd Floor, Kansas City, MO 64106 |
| Phone | 816-860-7000 |
| Fax | 816-860-3689 |
| Office hours | 8:30 - 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$68.4M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
AUM vs fund managersTop 97%
Larger than 3% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 7%
More than 93% of 16,825 advisers
Assets under management
$68.4Mregulatory AUM
Discretionary $0Non-discretionary $68.4M