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BE

Bryan Esarco

UMB ASSET MANAGEMENT
Milwaukee, WI 53202
CRD#: 8240050
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BE
Bryan EsarcoUMB ASSET MANAGEMENT

Professional summary

Bryan Esarco is a registered financial advisor currently at UMB ASSET MANAGEMENT, LLC located in Milwaukee, Wisconsin.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Bryan has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

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 Bryan Esarco'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®
None

Experience

Current

May 13, 2026 - Present

UMB ASSET MANAGEMENT, LLC

Office #1: 789 N Water St - #400, Milwaukee, WI 53202
RIA
CRD#: 306374
Milwaukee, WI

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".
UA
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
Wisconsin
(5/13/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/9/2026
Uniform Investment Adviser Law Examination

Current Firm

UA
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
7

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 Accounts4
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.

Company Information

UMB ASSET MANAGEMENT, LLC

CRD#: 306374Milwaukee, WI 53202

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