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1900 WEALTH
1900 WEALTH MANAGEMENT LLC
CRD 175346 · SEC 801-105469
1900 BROADWAY, SUITE 900, SAN ANTONIO, TX, 78215, United States
Phone
210-736-7770
Fax
210-736-7857
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.07B
Discretionary AUM
$3.07B
Team
22 total employees; 20 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees; CONSULTING FEES
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 224 | $78.8M |
| High net worth individuals | 230 | $1.66B |
| Pooled investment vehicles | 11 | $89.4M |
| Charitable organizations | 31 | $382.0M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD