1900 Wealth

RIASEC RegisteredEst. 2015

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 an SEC-registered limited liability company established in 2015 that operates as an independent registered investment adviser with an affiliated real estate fund business. The firm serves both individuals and families as well as institutional clients and provides a mix of financial planning and portfolio management across individual, pooled-vehicle, business and institutional mandates. Its advisory scope includes selection of other advisers and pension consulting services. The firm’s fee menu is varied — percentage-of-AUM, fixed fees, hourly charges and performance-based fees are all used — which suggests flexibility for different client types and fund structures. 1900 Wealth is not positioned as an active ESG investor and does not report being a multi-state adviser. Industry affiliations disclosed include relationships with banking or thrift institutions and roles as sponsor, general partner or managing member of pooled investment vehicles, consistent with its classification as both an RIA and a manager of private funds/real estate vehicles.