SourcingSourcing

UMB PRIVATE WEALTH MANAGEMENT, LLC

C28
CRD 306374·SEC 801-117738·KANSAS CITY, MO
AUM
$68.4M
$25M-$100M
Est. Revenue
$684K
@ 1% on AUM
Est. EBITDA
$205K
@ 30% margin
Est. Deal Value
$1.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
UMB PRIVATE WEALTH MANAGEMENT, LLC
CRD
306374
SEC file #
801-117738
EIN
—
DBA names
—

Economics

AUM
$68.4M
AUM band
$25M-$100M
AUM trajectory
'23'26
$20.0M → $68.4M▲ +241%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
8
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'22'26
1 advisors → 1 advisors▬ 0%
Primary office
KANSAS CITY MO
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitymedium confidence
Services offered
Other Advisory Services
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
UMB FINANCIAL CORP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
UMB FINANCIAL CORP
CAREW, THOMAS, E
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1645
Soi Zip Pct 200k Plus
0.0557
Soi Zip Returns 200k Plus
210
Soi Zip Total AGI
270,519
Fdic Zip Total Deposits
278,647,813,000
Fdic Zip Branch Count
188
Fdic Zip Top Banks
UMB Bank, National Association
Commerce Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
43
Bc Firm IAR Count
43
Custodian Candidates
Window
Fidelity1
Full
E*trade4
Fidelity1
Fdic Zip Branches Raw
Commerce Bank of Kansas City, National AssociationKansas City, MO
Commerce Bank of Kansas City, National AssociationKansas City, MO
Fdic Zip HHI
6069.87
Fdic Zip Top Bank Share Pct
76.58
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI15,464
Returns1,220
Stub 2
AGI35,553
Returns970
Stub 3
AGI38,058
Returns620
Soi Zip Total Business Income
8,806
Soi Zip Total Cap Gains
9,719
Soi Zip Total Dividends
5,647
Soi Zip Total Returns
3,770
Trust Company Affiliate
No

People (45)

45
SKILLING, BENJAMIN, JOSEPH
IAR · Executive Officer · 2.5%
4686294
THOMAS E CAREW
Executive Officer · 2.5%
6518992
Kristine Alane Starkman
Executive Officer · 2.5%
2409241
Nathan Michael Wehrman
IAR
6828318
Daniel Kieffer
IAR
8239366
DOYT LADD
IAR
1378574
JACLYN SUSAN ANDERSON
IAR
4592572
KIMBERLY ANN GATTIS
IAR
3262748
KIMBERLY JOHNSEN BITTNER
IAR
4771439
RALPH DAVID JANITELL
IAR
1292715
TODD FREDERICK KROUGH
IAR
1685166
TYLOR ANTHONY WILLIS
IAR
5983666
PAIGE MARGARET RADKE
IAR
6415546
THOMAS FRANCIS PECKOSH
IAR
1961416
MICHAEL AARON YEAGER
IAR
2879743
JIMMY RAY TURNER
IAR
2217611
CHRISTINE MARIE KIRK
IAR
5639889
STEVEN PAUL ANDERSON
IAR
6304282
ERIC RANDALL RINER
IAR
5411901
JAKE CRATER
IAR
4536431
Rigley Nuss
IAR
8241101
Regan Michelle Hamilton
IAR
7328482
Hope Gena Albu
IAR
7169417
Bernard Loyd Colson
IAR
2628142
Nick Nguyen
IAR
7439559
John Lester Bartsch
IAR
5338665
Chris Lawrence Schurman
IAR
3228474
Sarah Rose Szczublewski
IAR
7555303
Abraham WILLIAM Radmanesh
IAR
6234967
JULIE ANN ENLOE
IAR
3041670
WILLIAM JAROS REESE
IAR
4467257
Landon Mark Jensen
IAR
6450492
Sean Patrick Kennedy
IAR
8270819
JAN TERESA HEAMAN
IAR
4729124
Philip Michaud
IAR
8239362
MELISSA KAY STURGIS
IAR
2222874
Bryan Esarco
IAR
8240050
Derrick R Evers
IAR
8125813
GIRIDHAR NMN KRISHNAN
IAR
5150744
CODY STRATTON CARPENTER
IAR
5261001
WAYNE ROBERT OLTJEN
IAR
4344288
BROOKLYN GORMLY
IAR
6664862
DAVID M. KUEBELBECK
IAR
3246236
Jenifer Jeanne Rieck
IAR
5521587
STEVEN CHARLES CAIRNS
IAR
4986522