1900 Wealth
Investment Management • 
1900 Broadway, Suite 900, United States • 21-50 Employees
Company overview
| Headquarters | 1900 Broadway, Suite 900, San Antonio, TX 78215, US |
| Phone number | +12104696679 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Investment Planning, Private Banking, Trust Services, Charitable Gifting, Oil And Gas Management, Advisory Services Consulting, Family Education & Governance |
| Founded | 2015 |
| Employees | 21-50 |
| Socials |
Key Contact at 1900 Wealth
Teri Grubb
Svp, Director Of Operations & Client Experience
1900 Wealth Email Formats
1900 Wealth uses 3 email formats. The most common is {first initial} (e.g., j@1900wealth.com), used 71.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@1900wealth.com | 71.4% |
{first name} | john@1900wealth.com | 19% |
{first name}{last name} | johndoe@1900wealth.com | 9.5% |
About 1900 Wealth
1900 Wealth Management is comprised of seasoned, highly experienced advisors with decades of combined experience in financial planning. Led by Todd Brockwell, we strive to preserve and grow wealth because of our level and breadth of knowledge, our passion for our work, and our desire to deliver positive results. 1900 Wealth is wholly owned by Jefferson Bank and remains independent, locally-owned and structured for convenient, personalized service. Our services include Investment Management, Advisory Services Consulting, Family Education & Governance, Trust, Private Banking, Charitable Gifting, Oil & Gas Management and iDirect™ — our self-managed online portfolio.
1900 Wealth revenue & valuation
| Annual revenue | $2,566,650 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $8,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
1900 Wealth has 14 employees across 4 departments.
Departments
Number of employees
Funding Data
1900 Wealth has never raised funding before.
1900 Wealth Tech Stack
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