UMB Private Wealth Management, LLC
● SEC registered since 2019CRD 306374SEC# 801-117738Overland Park, KS
Ranks #5,580 of 5,974 private fund managers by regulatory AUM.
Reg. AUM
$124.7M
Fund GAV
$70.2M
Private funds
4
Employees
94
Accounts
46
Location
Overland Park, KS
UMB Private Wealth Management, LLC assets under management
UMB Private Wealth Management, LLC operates as an SEC-registered investment adviser based in Overland Park, KS. The firm has been registered since 2019. It reports $124.7 million in regulatory assets under management and employs 94 people. UMB Private Wealth Management, LLC manages 4 private funds with combined gross assets of $70.2 million, including Fw Tessera Horizon, LLC. By regulatory assets, it ranks 5,580 of 5,974 private fund managers.
UMB Private Wealth Management, LLC private funds
4 funds · $70.2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Fw Tessera Horizon, LLC | Private Equity | $44.9M | $250K |
| Ks Halite, LLC | Private Equity | $14.2M | $250K |
| Fw Tessera LLC | Private Equity | $7.1M | $250K |
| Fw Tessera Royale, LLC | Private Equity | $4M | $250K |
UMB Private Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Scott Jones Control | President | Under 5% | 2026 |
| Kristine Alane Starkman Control | Chief Compliance Officer | Under 5% | 2025 |
| UMB Financial Corp Control | Stock Holder | Over 75% | 2019 |
Frequently asked questions
How much does UMB Private Wealth Management, LLC manage?
UMB Private Wealth Management, LLC reports $124.7 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 $70.2 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 Overland Park, KS 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 | 11935 Riley St., 3rd Floor, Overland Park, KS 66213 |
| 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
$124.7M▲ 128%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,369 advisers
AUM vs fund managersTop 93%
Larger than 7% of 5,974 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 7%
More than 93% of 16,804 advisers
Assets under management
$124.7Mregulatory AUM
Discretionary $54.5MNon-discretionary $70.2M