UMB Family Wealth Management & Planning

Overview

UMB Family Wealth Management operates through UMB Private Wealth Management, LLC, an SEC-registered investment adviser with CRD 306374. The SEC lists the firm’s registration as approved effective December 5, 2019.¹

History

UMB traces its family-led business history to 1913 and describes itself as a fourth-generation family-led company.²

Timeline

1. 1913UMB traces its family-led business history to 1913 and describes itself as a fourth-generation family-led company.
2. 2019The SEC lists the firm’s registration as approved effective December 5, 2019.

Leadership

Nikki F. Newton is President of Private Wealth at UMB.³

Services

UMB provides financial planning, investment management, retirement strategies, risk management, estate planning, tax planning, cash-flow planning, philanthropic planning, and family-governance guidance. The firm also offers business-planning solutions for owners preparing for a business exit or succession.²

Its financial-planning platform supports personal financial reviews, wealth-accumulation strategies, portfolio management, retirement planning, trust and estate services, and access to specialists across investments, trusts, retirement, and estate management.⁴

Private banking services are designed for clients with more assets and income, including entrepreneurs and professionals.²

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Family governance and education
• Risk and insurance
• Retirement planning

Client Focus

UMB identifies individuals, fiduciary accounts, employee benefit plans, endowments, and foundations as users of its active portfolio-management services.⁴

Approach

UMB says its wealth-management process moves through discovery and understanding, strategic design, implementation, and ongoing monitoring. The firm describes a relationship-first, team-based model in which a dedicated wealth advisor serves as the main contact with support from specialized professionals. UMB states that it delivers a fiduciary standard of care and loyalty with honesty, skill, and diligence.²

Assets

UMB reports regulatory assets under management of $124,717,315 in its September 18, 2026 Form ADV record.¹

By the numbers

FAQs

Related resources

• LocationMultifamily offices in Overland Park

  Families comparing providers in Overland Park can use this page to see how local firms may organize investment management, planning, fiduciary work, and family education. It gives a regional starting point for a business owner seeking advice that connects personal wealth, company interests, and multigenerational goals.

• Network siteEstatePlanner.com

  EstatePlanner.com offers plain-language background on wills, trusts, and related estate decisions. A reader considering UMB Family Wealth Management can use these guides to prepare questions about trust administration, tax planning, philanthropy, family governance, and how assets should pass to heirs or support a family business.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com can help readers research family offices and investors by geography, focus, or client type. That context is useful when a wealthy family or owner compares a family-led adviser with other organizations handling investment management, private banking relationships, fiduciary duties, and shared family education.

• GuideOutsourced CIO vs multifamily office

  This comparison explains how an outsourced chief investment officer arrangement differs from a multifamily office model. Readers can use it to frame questions about who coordinates financial planning, tax and estate work, risk coverage, retirement needs, and family governance alongside portfolio decisions.

• Similar firmsYukon Wealth Management, Inc.
  Ferrell Capital, Inc.

  Profiles of Yukon Wealth Management, Inc. and Ferrell Capital, Inc. provide similar examples for a reader building a comparison set. Reviewing their stated services, locations, and client focus can help a family or business owner identify which questions to ask about fiduciary guidance, estate planning, philanthropy, and investment oversight.

Sources

1. SEC Investment Adviser Public Disclosure: UMB Private Wealth Management, LLC
2. UMB Wealth Management
3. UMB Leadership
4. UMB Financial Planning

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.