1900 WEALTH MANAGEMENT LLC

1900 WEALTH MANAGEMENT LLC of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 175346). Regulatory assets under management: $3.1B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Performance, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos.

Officers, owners & control persons (10)

NameRoleLocation
Andrew Jackson LewisDIRECTOR
Paul Everette McsweenDIRECTOR
Todd Lee BrockwellPRESIDENT
Richard Rolle DullnigCHIEF COMPLIANCE OFFICER
Teri Michaelle GrubbDIRECTOR OF OPERATIONS & CLIENT EXPERIENCE
DULLNIG RICHARD ROLLECHIEF COMPLIANCE OFFICER
MCCLAIN MICHAEL RICHARDCHIEF COMPLIANCE OFFICER AND MANAGING MEMBER; CHIEF COMPLIANCE OFFICER AND MEMBER
LEWIS ANDREW JACKSONDIRECTOR
MCSWEEN PAUL EVERETTEDIRECTOR
Brockwell Todd LeePRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER

Private funds (12)

Other Private Fund: 2 · Real Estate Fund: 2 · Private Equity Fund: 6 · Venture Capital Fund: 2

FundTypeFormedOwnersGross asset valueMin investment
1900 FORMENTERA FUND II 2022 SERIESOther Private FundTexas58$22.1M
1900 SV FORUM 2024 SERIESReal Estate FundTexas51$15.4M
1900 FORMENTERA FUND 3 2025 SERIESOther Private FundTexas67$7.2M
1900 INSIGHT EQUITY 4 2023 SERIESPrivate Equity FundTexas16$6.4M
1900 ELEVATE MUSIC 4 2024 SERIESPrivate Equity FundTexas94$3.5M
1900 ASTO CP FUND I 2024 SERIESPrivate Equity FundTexas96$3.1M
1900 PDC BUDA 2023 SERIESReal Estate FundTexas17$2.9M
1900 KITSCH 2023 SERIESPrivate Equity FundTexas41$2.6M
1900 HAVOCAI CO-INVEST 2026 SERIESVenture Capital FundTexas43$2.6M
1900 SCOUT VENTURES FUND 5 2025 SERIESVenture Capital FundTexas73$1.4M
1900 IRONSPRING VENTURE FUND 2 2024 SERIESPrivate Equity FundTexas11$1.0M
1900 DIRECT SERIES LLCPrivate Equity FundTexas1

Branch offices (4)

CityStateEmployeesPhone
AUSTINTX2512-503-8709
AUSTINTX2512-503-8709
BOERNETX1830-608-2223
BOERNETX1830-608-2223

Fund service providers (2)

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