AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.0 |
| Non-Discretionary | $0.1 |
| Total | $0.1 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.1 |
| Institutional | $0.0 |
| Total | $0.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| UMB FINANCIAL SERVICES, INC. | $0.0 | broker-dealer, municipal advisor | 17073 |
| UMB BANK N.A. | $0.0 | trust company | - |
| UMB INSURANCE INC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
2 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JACQUELYN WARD | KANSAS CITY | MO | CHARTERED FINANCIAL ANALYST | ||||||
| NATHAN WEHRMAN | KANSAS CITY | MO | S65|2017-08-29 | CHARTERED FINANCIAL ANALYST | |||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.1 | $0.0 | 0% | 7 | 0 | 0% |
| 2025-04-21 | $0.1 | $0.0 | 0% | 7 | 0 | 0% |
| 2024-04-02 | $0.1 | $0.0 | -3% | 1 | 6 | 600% |
| 2023-04-04 | $0.2 | -$0.2 | -75% | 12 | -5 | -42% |
| 2022-04-01 | $0.0 | $0.0 | 173% | 9 | -2 | -22% |
| 2021-04-05 | $0.0 | $0.0 | 0% | 2 | 5 | 250% |
| 2020-04-01 | $0.0 | $0.0 | 0% | 0 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| MO, AZ-12/05/2019, CO-12/05/2019, DE-12/05/2019, KS-12/05/2019, MO-12/05/2019 |
| ADVISER ACTIVITIES |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV