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1900 WEALTH
SAN ANTONIO, TX
210-736-7770
SEC #801-105469Total AUM
$3.1B
Employees
22Clients
497Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1900 BROADWAY
SUITE 900
SAN ANTONIO
TX 78215
United States
SUITE 900
SAN ANTONIO
TX 78215
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
210-736-7770
Other Offices
2
Financials
Total AUM
$3.1B
Accounts
1,067Discretionary
$3.1B
Accounts
1,067Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
224AUM
$78.8M
HNW Individual Clients
230AUM
$1.7B
Banking Clients
1AUM
$856.9M
Pooled Vehicle Clients
11AUM
$89.4M
Charitable Organization Clients
31AUM
$382M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
CONSULTING FEES
Compliance
Disclosures
None reported
State Registrations
TX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.