1834 Investment Advisors

1834 Investment Advisors was established in 1976 as a US wealth manager. It offers financial planning, portfolio management, and wealth services to...

1834 Investment Advisors

1834 Investment Advisors was established in 1976 as a US wealth manager. It offers financial planning, portfolio management, and wealth services to individuals, high-net-worth individuals, and institutions. The firm deploys capital through direct lending and standard portfolio construction. Asset classes include fixed income and equity exposures. Geographic reach centers on the United States with no disclosed international offices or co-investors. Assets under management stand at $1.1 billion. No team size, additional offices, or adjacent vehicles appear in available records. No operational events from the last 24 months are documented. The firm operates as a registered investment advisor under a bank or trust structure with no disclosed family-office mandate or succession details.

Website

1834investmentadvisors.com

linkedin.com/company/1834-investment-advisors

General information

Firm type

Bank / Wealth / Trust

Year founded

1976

AUM

1100 (Altss estimate)

Location

Region

North America

Country

United States

City

Milwaukee

Corporate office

—

Sector focus

Direct Lending

Who runs investment decisions at 1834 Investment Advisors?

No named principals or CIO appear in public records.

Does 1834 Investment Advisors participate in fund commitments or only direct deals?

The firm lists direct lending among its strategies.

What investment stages does 1834 Investment Advisors typically target?

No stage preferences are disclosed.

Where does the underlying wealth come from?

Wealth origin is not publicly attributed to any specific family or founder.

How is 1834 Investment Advisors structured relative to a bank or trust?

Records list the subtype as Bank / Wealth / Trust.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.