RBC Capital Markets
47yrs
Top advisor by experience in Milwaukee
New
Bryan Esarco
Financial advisor at UMB Private Wealth Management
Bryan Esarco is a fiduciary financial advisor in Milwaukee, Wisconsin, registered since Feb 2026. Bryan joined UMB Private Wealth Management in 2026, a firm offering financial planning, investment management, and private fund management. UMB Private Wealth Management reports being paid through a percentage of assets, flat fees, and performance-based fees.
One of 1008 advisors with offices in Milwaukee, and one of 888 fiduciaries.
At a glance
ExperienceNew to the profession (since Feb 2026)
How that compares ?New to the profession
Office789 N Water St - #400, Milwaukee, WI 53202
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$1.3 million
Advisors at the firm40
States licensed ?1 state
Services through UMB Private Wealth Management
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- May 2026 – nowUMB Private Wealth Management, LLCCurrent firm
Contact Bryan
(816) 860-7000Firm headquarters in Overland Park, KS. Ask for Bryan. 789 N Water St - #400Milwaukee, WI 53202Office · Get directions Firm websiteumb.com/privatewealth
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Questions to ask Bryan
Tailored to Bryan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Bryan
How do I contact Bryan?
Call UMB Private Wealth Management at (816) 860-7000 and ask for Bryan Esarco. Bryan works from the Milwaukee, WI office.
How long has Bryan been a financial advisor?
Bryan is new to the profession, registered since Feb 2026, and holds 1 license.
What licenses does Bryan hold?
Series 65. Tap any license on this page to see what it allows.
Is Bryan a fiduciary?
Bryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bryan paid?
UMB Private Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Bryan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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