UMB PRIVATE WEALTH MANAGEMENT, LLC

CRD 306374File 801-117738

APPROVED

Retail clients

Custody

Filing as of Jul 1, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$124.7M

Bottom 25% of cohort (national)

Discretionary AUM

$54.5M

Non-discretionary $70.2M

Clients

46 accounts

Employees

Bottom 25% of cohort in MO

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Dec 5, 2019
Principal office: 1010 GRAND, 3RD FLOOR, KANSAS CITY, MO, 64106
Phone: 816-860-7000
Website: https://www.umb.com/wealth-management.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $124.7M
Discretionary AUM: $54.5M
Non-discretionary AUM: $70.2M
Discretionary accounts: 42
Non-discretionary accounts: 4
Total accounts: 46
AUM per client: $2.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	1	$1.3M
High net worth individuals	25	$44.8M
Pooled investment vehicles	4	$70.2M
Individuals (other than high net worth individuals)	16	$8.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Performance-based fees
A percentage of assets under your management

Advisory activities

Other
Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: Yes
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.