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1900 WEALTH
Legal name: 1900 WEALTH MANAGEMENT LLC
CRD 175346File 801-105469
APPROVED
Retail clients
Custody
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.07B
Top 25% of cohort (national)
Discretionary AUM
$3.07B
Clients
496
1,067 accounts
Employees
22
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Sep 2, 2015
- Principal office
- 1900 BROADWAY, SUITE 900, SAN ANTONIO, TX, 78215
- Phone
- 210-736-7770
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.07B
- Discretionary AUM
- $3.07B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,067
- Non-discretionary accounts
- 0
- Total accounts
- 1,067
- AUM per client
- $6.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 31 | $382.0M |
| High net worth individuals | 230 | $1.66B |
| Pooled investment vehicles | 11 | $89.4M |
| Banking or thrift institutions | Fewer than 5 | $856.9M |
| Individuals (other than high net worth individuals) | 224 | $78.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — CONSULTING FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.