Investment adviser · CRD 306374
UMB PRIVATE WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
OVERLAND PARK, KS, United States · Form ADV filed Sep 18, 2026
- Regulatory AUM
- $125M Form ADV · Item 5.F
- Client accounts
- 46 Accounts, not individual clients
- Employees
- 94 Reported in this filing
- Advisory professionals
- 41 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 4 | $70,174,017 | 56.3% |
| High-net-worth individuals | 25 | $44,760,018 | 35.9% |
| Individuals | 16 | $8,513,013 | 6.8% |
| Corporations & businesses | 1 | $1,270,267 | 1.0% |
Filing source
Form ADV 2133612 · Sep 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
4 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
FW TESSERA HORIZON, LLCPrivate Equity Fund · Last reported Sep 18, 2026$44.9MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG
PCAOB 185
Fund details & source
- Fund ID
- 805-8446495908
- Reported beneficial owners
- 24
- Minimum commitment
- $250K
- Form D file number
- 021-441619
Form ADV 2133612 · Sep 18, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
KS HALITE, LLCPrivate Equity Fund · Last reported Sep 18, 2026$14.2MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG
PCAOB 185
Fund details & source
- Fund ID
- 805-8719492737
- Reported beneficial owners
- 18
- Minimum commitment
- $250K
- Form D file number
- 021-1867794
Form ADV 2133612 · Sep 18, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
FW TESSERA LLCPrivate Equity Fund · Last reported Sep 18, 2026$7.05MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG
PCAOB 185
Fund details & source
- Fund ID
- 805-3046195719
- Reported beneficial owners
- 11
- Minimum commitment
- $250K
- Form D file number
- 021-441623
Form ADV 2133612 · Sep 18, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
FW TESSERA ROYALE, LLCPrivate Equity Fund · Last reported Sep 18, 2026$4.03MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG
PCAOB 185
Fund details & source
- Fund ID
- 805-2533927965
- Reported beneficial owners
- 16
- Minimum commitment
- $250K
- Form D file number
- 021-441625
Form ADV 2133612 · Sep 18, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Sep 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
11935 RILEY ST.OVERLAND PARK, KS, 66213, United States
CRD 306374
Filing source
Form ADV 2133612 · Sep 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.