1900 WEALTH MANAGEMENT LLC
Legal name: 1900 WEALTH
CRD #175346 SEC #801-105469 SAN ANTONIO, TX 210-736-7770
SEC Registered Private Funds
Total AUM
$2.3B
Discretionary
$2.3B
Employees
13
Clients
1
Accounts
911
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $2.3B | $2.3B | $0 | 13 | 15 |
| Jun 2025 | $2.3B | $2.3B | $0 | 13 | 15 |
| Mar 2025 | $2.3B | $2.3B | $0 | 13 | 15 |
| Jul 2024 | $1.9B | $1.9B | $0 | 12 | 14 |
| Jul 2024 | $1.9B | $1.9B | $0 | 12 | 14 |
| Mar 2024 | $1.9B | $1.9B | $0 | 12 | 14 |
| Aug 2023 | $1.6B | $1.6B | $0 | 9 | 9 |
| Jul 2023 | $1.6B | $1.6B | $0 | 9 | 9 |
| Jun 2023 | $1.6B | $1.6B | $0 | 9 | 9 |
| Mar 2023 | $1.6B | $1.6B | $0 | 9 | 9 |
| Mar 2023 | $1.6B | $1.6B | $0 | 9 | 9 |
| Aug 2022 | $1.6B | $1.6B | $46.6M | 7 | 7 |
| Mar 2022 | $1.6B | $1.6B | $46.6M | 7 | 7 |
| Feb 2022 | $1.6B | $1.6B | $46.6M | 7 | 6 |
| Oct 2021 | $1.3B | $1.3B | $0 | 7 | 22 |
| Jun 2021 | $1.3B | $1.3B | $0 | 7 | 22 |
| Jun 2021 | $1.3B | $1.3B | $0 | 7 | 22 |
| May 2021 | $1.3B | $1.3B | $0 | 7 | 22 |
| Apr 2021 | $1.3B | $1.3B | $0 | 7 | 22 |
| Mar 2021 | $1.3B | $1.3B | $0 | 7 | 3 |
| Mar 2021 | $1.3B | $1.3B | $0 | 6 | 8 |
| Aug 2020 | $723.4M | $709.3M | $14.1M | 6 | 3 |
| Jun 2020 | $723.4M | $709.3M | $14.1M | 6 | 3 |
| Jan 2020 | $723.4M | $709.3M | $14.1M | 6 | 3 |
| Oct 2019 | $619.9M | $618M | $1.8M | 6 | 3 |
| Apr 2019 | $476.8M | $0 | $476.8M | 4 | 3 |
| Feb 2019 | $476.8M | $0 | $476.8M | 4 | 3 |
| Aug 2018 | $319.2M | $0 | $319.2M | 4 | 3 |
| Feb 2018 | $319.2M | $0 | $319.2M | 2 | 3 |
| Feb 2017 | $256.4M | $0 | $256.4M | 1 | 26 |
| Oct 2016 | $246.3M | $0 | $246.3M | 1 | 26 |
| Mar 2016 | $246.3M | $246.3M | $0 | 1 | 26 |
| Jan 2016 | $285.6M | $285.6M | $0 | 1 | 26 |
| Aug 2015 | $0 | $0 | $0 | 3 | 0 |
| Jul 2015 | $0 | $0 | $0 | 3 | 0 |
DateNov 2025
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees13
Clients15
DateJun 2025
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees13
Clients15
DateMar 2025
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees13
Clients15
DateJul 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees12
Clients14
DateJul 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees12
Clients14
DateMar 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees12
Clients14
DateAug 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees9
Clients9
DateJul 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees9
Clients9
DateJun 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees9
Clients9
DateMar 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees9
Clients9
DateMar 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees9
Clients9
DateAug 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$46.6M
Employees7
Clients7
DateMar 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$46.6M
Employees7
Clients7
DateFeb 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$46.6M
Employees7
Clients6
DateOct 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees7
Clients22
DateJun 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees7
Clients22
DateJun 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees7
Clients22
DateMay 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees7
Clients22
DateApr 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees7
Clients22
DateMar 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees7
Clients3
DateMar 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees6
Clients8
DateAug 2020
Total AUM$723.4M
Discretionary$709.3M
Non-Disc.$14.1M
Employees6
Clients3
DateJun 2020
Total AUM$723.4M
Discretionary$709.3M
Non-Disc.$14.1M
Employees6
Clients3
DateJan 2020
Total AUM$723.4M
Discretionary$709.3M
Non-Disc.$14.1M
Employees6
Clients3
DateOct 2019
Total AUM$619.9M
Discretionary$618M
Non-Disc.$1.8M
Employees6
Clients3
DateApr 2019
Total AUM$476.8M
Discretionary$0
Non-Disc.$476.8M
Employees4
Clients3
DateFeb 2019
Total AUM$476.8M
Discretionary$0
Non-Disc.$476.8M
Employees4
Clients3
DateAug 2018
Total AUM$319.2M
Discretionary$0
Non-Disc.$319.2M
Employees4
Clients3
DateFeb 2018
Total AUM$319.2M
Discretionary$0
Non-Disc.$319.2M
Employees2
Clients3
DateFeb 2017
Total AUM$256.4M
Discretionary$0
Non-Disc.$256.4M
Employees1
Clients26
DateOct 2016
Total AUM$246.3M
Discretionary$0
Non-Disc.$246.3M
Employees1
Clients26
DateMar 2016
Total AUM$246.3M
Discretionary$246.3M
Non-Disc.$0
Employees1
Clients26
DateJan 2016
Total AUM$285.6M
Discretionary$285.6M
Non-Disc.$0
Employees1
Clients26
DateAug 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0