Abraham W. Radmanesh

UMB ASSET MANAGEMENT

Kansas City, MO 64112

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CRD#: 6234967

Professional summary

Abraham William Radmanesh, CPWA®, who also goes by Abe William Radmanesh, is a registered financial advisor currently at UMB ASSET MANAGEMENT, LLC located in Kansas City, Missouri.

Abraham is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Abraham has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Abe William Radmanesh

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Abraham William Radmanesh's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CPWA^®

Certified Private Wealth Advisor

Start date: 2022-09-01

Expire date: 2023-04-30

Experience

Current

May 11, 2026 - Present

UMB ASSET MANAGEMENT, LLC

Office #1: 4900 Main St, Kansas City, MO 64112

RIA

CRD#: 306374

Kansas City, MO

Past

November 3, 2017 - April 14, 2026

UMB FINANCIAL SERVICES, INC.

RIA

CRD#: 17073

Kansas City, MO

Past

November 3, 2017 - April 14, 2026

UMB FINANCIAL SERVICES, INC.

CRD#: 17073

Kansas City, MO

Past

September 3, 2014 - October 31, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

KANSAS CITY, MO

Past

September 3, 2014 - October 31, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

KANSAS CITY, MO

Past

October 29, 2013 - July 17, 2014

COMMERCE BROKERAGE SERVICES, INC.

RIA

CRD#: 17140

KANSAS CITY, MO

Past

August 21, 2013 - July 17, 2014

COMMERCE BROKERAGE SERVICES, INC.

CRD#: 17140

KANSAS CITY, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

UMB ASSET MANAGEMENT, LLC

UMB ASSET MANAGEMENT, LLC | UMB FAMILY WEALTH, LLC

CRD#: 306374 / SEC#: 801-117738

RIA

Registered Investment Advisory firm - (12/5/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(5/21/2026)

IAR

Kansas
(5/11/2026)

IAR

Minnesota
(5/12/2026)

IAR

Missouri
(5/11/2026)

IAR

Texas
(5/11/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/28/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/21/2013

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/19/2013

General Securities Principal Examination

Current Firm

UMB ASSET MANAGEMENT, LLC

UMB ASSET MANAGEMENT, LLC | UMB FAMILY WEALTH, LLC

CRD#: 306374 / SEC#: 801-117738

RIA

Registered Investment Advisory firm - (12/5/2019 Approved)

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Contact information

Main Address

1010 Grand 3rd Floor, Kansas City, MO 64106

Mailing Address

Phone number

(816) 860-7000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

UMB ASSET MANAGEMENT LLC - PART 2A (6/30/2025)

Regulatory assets under management

Total Number of Accounts	4
AUM (Assets Under Management)	$ 47,495,486

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Abraham W. Radmanesh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Abraham William Radmanesh's CRS (Customer Relationship Summary).

Certified licenses

Experience

UMB FINANCIAL SERVICES, INC.

UMB FINANCIAL SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

COMMERCE BROKERAGE SERVICES, INC.

COMMERCE BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

UMB ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/28/2013

SIE

Date: 10/1/2018

Series 7

Date: 8/21/2013

Series 24

Date: 12/19/2013

Current Firm

UMB ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

UMB ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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