Updated November 20, 2023
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1900 Wealth

Investment Advisor Firm
Total assets under management$1.6B
Years in business9+

About 1900 Wealth

1900 Wealth Management is a financial advisory company based in San Antonio, Texas. Led by Todd Brockwell, the firm comprises experienced advisors with decades of combined experience in financial planning. They are dedicated to preserving and growing wealth for their clients by leveraging their extensive knowledge, passion for their work, and commitment to delivering maximum results.

One notable aspect of 1900 Wealth is its ownership structure. The company is wholly owned by Jefferson Bank, an established institution that has been a key player in the San Antonio financial community since 1946. Despite this affiliation, 1900 Wealth remains independent and locally owned, allowing them to provide personalized service that caters to each client's unique needs.

The range of services offered by 1900 Wealth is comprehensive and tailored towards high-net-worth individuals and families. These services include investment management, advisory services consulting, family education and governance, trust, private banking, charitable gifting, oil and gas management, and iDirect™ — an online portfolio management tool that allows clients to self-manage their investments.

Previously known as Monticello Wealth Management, the company's rebranding as 1900 Wealth represents its commitment to investing in San Antonio's thriving urban center and the revitalization of midtown. This change aligns with their mission to build structured wealth management plans for clients while contributing positively to the local community.

With over $1.5 billion in assets under management as of December 31, 2022, 1900 Wealth has established itself as a trusted advisor in San Antonio and surrounding Central and South Texas communities, including the Hill Country. Being a registered investment adviser (RIA) with the SEC demonstrates their dedication to upholding regulatory standards and providing reliable financial guidance.

In summary, 1900 Wealth Management offers a wealth of experience in financial planning through its team of seasoned advisors. Focusing on high-net-worth individuals and families, the firm provides services designed to cater to their clients' unique needs. As an independent company owned by Jefferson Bank, 1900 Wealth is well-positioned to offer personalized service while firmly rooted in the San Antonio financial community.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Investment Management
  2. Family Governance
  3. Trust
  4. Private Banking
  5. Charitable Gifting

More about 1900 Wealth

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1753468

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Pricing options

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Assets Under Management

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