SEC-Registered Investment Adviser
1900 Wealth
Legal name: 1900 Wealth Management LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated August 20, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- September 2, 2015
- Principal office
- 1900 Broadway, Suite 900, San Antonio, TX 78215
- Organized as
- Limited Liability Company, TX
- Fiscal year end
- December
- Other offices
- 2
Scale
- Regulatory AUM
- $3.1B
- Attributable to non-US clients
- $252,491
- Accounts
- 1,067
- Clients
- 0
- Employees
- 22, 20 in advisory roles
- Private funds advised
- 12
- Private fund gross assets
- $68.2M
- Fund types
- 6 private equity funds, 2 real estate funds, 2 venture capital funds, 2 other private funds
- Funds with Form D records
- 11 issuers in AltStreet's ledger, $85.7M reported sold across them
- Client assets in custody
- $829.1M (1 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting and selection of other advisers
- Compensated by
- a percentage of assets under management, hourly charges, fixed fees, performance-based fees and other
- Client types
- individuals (other than high net worth) (224); high net worth individuals (230); banking or thrift institutions; pooled investment vehicles (11); charitable organizations (31)
- Related persons include
- a banking or thrift institution and a sponsor, general partner or managing member of pooled investment vehicles
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (August 20, 2026). Item 11 covers the firm and its advisory affiliates.
Form D activity of the funds this firm advises, by year
11 issuers in AltStreet's EDGAR ledger are joined to this adviser through Form ADV Schedule D, with Form D filings from November 3, 2022 to December 5, 2025. Reported sold across them: $85.7M.Years are the year of each offering's first notice; sold and investors are the latest figures on each chain. Counts and totals only; the fund roster is in the terminal.
| First notice | Offerings | Reported sold | Investors |
|---|---|---|---|
| 2025 | 3 | n/a | n/a |
| 2024 | 4 | $50.6M | 175 |
| 2023 | 3 | $35.1M | 115 |
| 2022 | 1 | n/a | n/a |
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.