Nathan Wehrman is a CFA-designated registered investment advisor at Umb Asset Management, LLC, based in Kansas City, MO, with 4 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $47M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1010 Grand Blvd, Kansas City, MO, 64105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Umb Asset Management, LLC
Previous Registrations
Samson Capital Management, LLC
State Registrations1 state
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