← Tributary

1834 INVESTMENT ADVISORS CO.

MILWAUKEE, WI · CRD 105435 · IAPD ↗ · 1834investmentadvisors.com · (414) 615-1012

$2.20BRegulatory AUM
30Advisory reps
45Employees
0Clients
51-100Planning clients
0Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
September 2026 — 1834 INVESTMENT ADVISORS CO. added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2026 — 1834 INVESTMENT ADVISORS CO. added office(s): 7 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2026 — 1834 INVESTMENT ADVISORS CO. reported RAUM up 112% ($1.03B -> $2.20B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
84
April 2026 — 1834 INVESTMENT ADVISORS CO. grew from 16 to 30 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — 1834 INVESTMENT ADVISORS CO. added office(s): 5 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — 1834 INVESTMENT ADVISORS CO. added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — 1834 INVESTMENT ADVISORS CO. reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2024 — 1834 INVESTMENT ADVISORS CO. now reports custody of client assets ($61.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
79
April 2024 — 1834 INVESTMENT ADVISORS CO. grew from 8 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.