Data / Investment advisers / Texas / 1900 Wealth
1900 Wealth, San Antonio, TX: $3.1 billion AUM, SEC registered investment adviser
1900 Wealth is an SEC registered investment adviser with its main office in San Antonio, Texas and reports $3.1 billion in regulatory assets under management in its Form ADV filed August 20, 2026. Its clients include high net worth individuals, banks and thrifts and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 12 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 175346
- SEC file number
- 801-105469
- SEC status
- Approved, effective September 2, 2015
- Legal name
- 1900 Wealth Management LLC
- Main office
- 1900 Broadway Suite 900, San Antonio, TX 78215
- Phone
- (210) 736-7770
- Regulatory AUM
- $3,071,004,999 in the Form ADV filed August 20, 2026
- Discretionary AUM
- $3,071,004,999
- Accounts
- 1,067
- Employees
- 22, of which 20 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, performance based fees, other fees
- Private funds
- 12: 6 private equity funds, 2 venture capital funds, 2 real estate funds, 2 other private funds
- Gross assets of private funds
- $68,189,696
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 230 | $1.66 billion |
| Banking or thrift institutions | Fewer than 5 | $856.9 million |
| Charitable organizations | 31 | $382 million |
| Pooled investment vehicles | 11 | $89.4 million |
| Individuals (other than high net worth individuals) | 224 | $78.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.07 billion | March 18, 2026 |
| December 1, 2025 | $2.27 billion | November 21, 2025 |
Other advisers in San Antonio
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sendero Wealth Management, LLC | San Antonio | $6.51 billion | Not listed | adviserinfo.sec.gov |
| Frost Investment Advisors, LLC | San Antonio | $5.36 billion | Not listed | adviserinfo.sec.gov |
| S.B. Value Partners, L.P. | San Antonio | $3.89 billion | 3 | adviserinfo.sec.gov |
| Alamo Advisors, LP | San Antonio | $3.87 billion | Not listed | adviserinfo.sec.gov |
| Frost Investment Services | San Antonio | $3.67 billion | Not listed | adviserinfo.sec.gov |
| Titleist Asset Management, LLC | San Antonio | $2.79 billion | Not listed | adviserinfo.sec.gov |
| Applied Finance Advisors, LLC | San Antonio | $2.05 billion | Not listed | adviserinfo.sec.gov |
| Finser Investment Advisor | San Antonio | $1.75 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Antonio, TX
- Investment advisers in Texas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving banks and thrifts
- Advisers that manage private funds
- 1900 Wealth on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.