1900 WEALTH
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
FINTRXOverview
1900 Wealth is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2015. The firm positions itself as both an RIA and a manager of real estate funds, serving a mix of individual and family clients alongside institutional relationships. Its advisory remit is broad: financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, selection of subadvisers, and pension-related consulting work. Ownership is a blend of a domestic entity and individual ownership, and the firm deploys a variety of fee arrangements, including percentage-of-AUM, hourly, fixed and performance-based fees.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Cash & Cash Equivalents18%
- US Government Bonds9%
- Private Funds9%
- Exchange Traded Equities5%
Owners & executives
1 of 1Richard Dullnig
Chief Compliance OfficerCRD 2215594
Contacts
3 of 22Christopher Kardys
Senior Vice PresidentCRD 7093432
Caroline Satel
Investment AdvisorCRD 7053649
AUSTIN KROLL
Senior Vice PresidentCRD 6398452
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 143Active vs passive
$1.9B in ETFs
31%
$587M
21%
$1.3B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $461M | 6,025,725 | 23.98% |
Location
SAN ANTONIO, TX
BEXAR
Location
SAN ANTONIO, TX
Headquartered in SAN ANTONIO, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- BEXAR
- Address
- 1900 Broadway St
- Time zone
- CT (UTC-6)
- Office locations
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