Allocator Index · CRD 306374

UMB PRIVATE WEALTH MANAGEMENT, LLC

Kansas City, MO · 816-860-7000 · umb.com/wealth-management.com

SEC IAPD record ↗

Fit score

60

  • any_private_fund+22
  • aum $100M-$250M+16
  • hnw>=25+10
  • hnw_majority+8
  • employees 61-200+4

HNW clients

25

Other individuals

16

HNW assets

$44.8M

Total AUM

$124.7M

Employees

94

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
FW TESSERA HORIZON, LLCPrivate Equity Fund$44.9M
KS HALITE, LLCPrivate Equity Fund$14.2M
FW TESSERA LLCPrivate Equity Fund$7.1M
FW TESSERA ROYALE, LLCPrivate Equity Fund$4.0M