1900 Wealth
39yrs
Top advisor by experience at 1900 Wealth
1900 Wealth
San Antonio, TX. Legal name: 1900 Wealth Management LLC
About the firm
A registered investment advisory firm based in San Antonio, Texas, with about 2 offices. It manages about $3.07 billion for roughly 454 individual clients. Services include financial planning, investment management for individuals and small businesses, managing private funds.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees; A share of investment gains; Other fees
Typical client size ?$3.84 million
Assets under management ?$3.07 billion
Individual clients454
Median years of experience8
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Advisors at 1900 Wealth
19Advisors
8Median years of experience
1States with offices
2Offices
Also known as
Monticello Wealth Management, LLC · 1900 Wealth Management LLC
About 1900 Wealth
How do I contact 1900 Wealth?
Call the main office at (210) 736-7770. The main office is at 1900 Broadway Suite 900, San Antonio, TX 78215.
How is 1900 Wealth paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask for your total yearly cost in dollars.
What services does 1900 Wealth offer?
Financial planning, Investment management for individuals and small businesses, Managing private funds, Investment management for businesses and institutions, Retirement plan consulting, Choosing other investment managers.
How many advisors work at 1900 Wealth?
We list 19 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.