Skip to main content
Find a Branch or ATM Location
Milwaukee Private Wealth Management Center
Private Wealth Management
Skip link
789 N Water Street, Suite 400
Milwaukee, WI 53202

Lobby Hours

Monday 9:00am - 5:00pm
Tuesday 9:00am - 5:00pm
Wednesday 9:00am - 5:00pm
Thursday 9:00am - 5:00pm
Friday 9:00am - 5:00pm
Saturday Closed
Sunday Closed

Services

  • Portfolio Management
  • Private Banking
  • Private Wealth Management Services
  • Trust Administration

The Milwaukee Private Wealth Management Center is located near the intersection of N Water Street and W Wells Street in Milwaukee, WI. Our UMB team prioritizes your customer experience and are equipped to satisfy all your banking needs.

This Milwaukee WI location has everything you need to meet your private wealth management needs. Our team is prepared to answer questions and educate customers on a wide range of financial services, including portfolio management, private banking, trust administration and more. Stop by today and talk with our friendly private wealth management team.

UMB consistently gives back to the local Milwaukee, WI community through associate volunteerism, corporate and individual giving, and through financial services that support the Milwaukee local economy. We are proud to be a strong partner to Milwaukee businesses, organizations, and individuals. We invest our time, resources, and talent to Milwaukee organizations and issues that help improve our community for the long-term. We value our community relationships and encourage our associates to make a difference in the Milwaukee, WI area. Our Milwaukee team is experienced and genuinely want to see you succeed. We're focused on creating positive experiences for our Milwaukee customers because, at UMB, you're not just a number. We take the time to get to know you, your goals and your values so we can be a partner throughout your financial journey.

Review Our Branch

We love to know what our customers think and would appreciate your feedback on how we’re doing. If you’ve had a great experience at our branch, would you mind taking a moment to leave us a positive Google review?

Leave a Review

Open Your UMB Checking Account Online Today

Learn more about our checking account options and easily open one online in just minutes.

Apply Now
  • 77.4 mi
    4571 Guilford Road
    Rockford, IL 61107
    Services:
    • Portfolio Management
    • Private Banking
    • Private Wealth Management Services
    • Trust Administration
  • 81.6 mi
    119 Junction Road
    Madison, WI 53717
    Services:
    • Portfolio Management
    • Private Banking
    • Private Wealth Management Services
    • Trust Administration
  • 501 8th Street
    Monroe, WI 53566
    Services:
    • Open Your UMB Savings Account Online Today

      Learn more about our savings account options and easily open one online in just minutes.

      CONNECT WITH