1900 Wealth

RIASEC Registered

Total AUM

$3.1B

Discretionary

$3.1B

100% of AUM

Avg account

$2.9M

Accounts

1,067

Employees

Advisory reps

Firm details

Headquarters: San Antonio, Texas
CRD number: 175346
Registered since: September 2, 2015
Website: 1900wealth.com
Custodians: CHARLES SCHWAB & CO., INC., FIFTH THIRD SECURITIES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Client types: HNWI54.18%
Banking / Thrift Institutions27.9%
Charitable Organizations12.44%
Pooled Investment Vehicles2.91%
Individuals2.56%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

1900 Wealth is organized as a limited liability company and operates as an independent registered investment adviser with a real-estate fund component. The firm is SEC registered (initial registration in 2015) and serves both individual and family clients as well as institutional investors. Its fee model is flexible, including percentage-of-AUM fees alongside hourly, fixed, performance-based, and other arrangements. The firm provides a broad set of advisory services: financial planning, portfolio management for individuals/small businesses and for pooled investment vehicles, portfolio management for businesses or institutions, pension consulting, and selection of other advisers. 1900 Wealth also participates on the sponsor/GP side of pooled vehicles and identifies as having affiliations with banking or thrift institutions. 1900 Wealth does not identify as an active ESG investor.