1900 Wealth

1900 Wealth (CRD# 175346) is a financial advisory firm headquartered in San Antonio, TX. They manage $1,870,769,779 in 809 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

1900 Broadway, Suite 900, San Antonio, TX 78215

https://www.jeffersonbank.com

By the Numbers

Total Assets Under Management

1,871

MILLION
Total Number of Accounts

809

ACCOUNTS
Average Account Value

$2,312,447

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)
Performance-based fees
Other

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles (other than investment companies)
Portfolio management for businesses (other than small businesses) or institutional clients
Pension consulting services
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at 1900 Wealth

Showing 11 - 11 of 11 top financial advisors.

Christopher Willim

CRD#: 5175962

1900 Broadway, Suite 900, San Antonio, TX 78215

Christopher Willim (CRD# 5175962) is an Investment Advisor Representative working at 1900 Wealth in San Antonio, TX and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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