Hope Gena Albu
Investment adviser representative at Umb Private Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$124.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Umb Private Wealth Management, LLCMay 2026 to now
- Umb Bank NADec 2024 to now
- Holcombe Financial, Inc.Nov 2023 to Dec 2025
- Peak Asset Management, LLCMay 2021 to Nov 2023
- Personal Capital Advisors CorporationOct 2020 to Apr 2021
- Edward JonesSep 2019 to Oct 2020
- Moss AdamsDec 2018 to Jul 2019
- Johns ManvilleNov 2014 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CO).
Umb Private Wealth Management, LLC
$124.7MAssets managed
46Clients
40Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7169417
- Firm CRD
- 306374