1900 WEALTH

1900 Broadway
Suite 900
San Antonio, Texas 78215
Tel: 210-736-7770

About 1900 WEALTH

1900 WEALTH, formally registered with the SEC as 1900 WEALTH. The firm was established in 09/02/2015. They have over 2 offices throughout the country.

1900 WEALTH is a San Antonio, Texas based Financial Planning firm with nearly $1,559,746,351 assets under management, offering retirement planning & investment advisory services to 728 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	175346
SEC#	801-105469
Assets Managed by Firm	$1,559,746,351
No. of Clients	728
No. of Advisors	9

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Performance Based
Other(CONSULTING FEES)

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	728	$1,559,746,351
Individuals (other than high net worth individuals)	187	$66,395,210
High net worth individuals	141	$777,371,377
Charitable organizations	19	$229,825,401

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