SAN ANTONIO, TXCRD 175346Latest ADV March 18, 2026
1900 Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Antonio, TX. Its latest Form ADV filing, dated March 18, 2026, reports $3.1B in regulatory assets under management, 22 employees, 2 offices, and 1,067 accounts.
Assets Under Management
$3.1B
Employees
22
Offices
2 offices
Total Clients
496
Primary office
SAN ANTONIO, TX
1900 BROADWAY, SUITE 900, SAN ANTONIO, TX, United States
Top client segmentHNWI represent 46.4% of total clients.
Top client categories% of clientsClients
1
HNWI
46.4%
230
2
Individuals
45.2%
224
3
Charitable
6.3%
31
4
Pooled Investment Vehicles
2.2%
11
Categories with <5 clients
Banking or thrift institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.1Bas of March 18, 2026
Discretionary100.0%
$3.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.1B
Total Accounts1,067
10Y AUM Change+$2.8B (+1097.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee23:1
10Y Employee Change+21 (+2100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.