Company

1900 Wealth

Investment Management 1900 Broadway 30 employees

Employees: 30
Contacts: 3
Emails: 3

www.1900wealth.com LinkedIn

1900 Wealth Overview

Headquarters: 1900 Broadway
Website: www.1900wealth.com
Industry: Investment Management
Employees: 30
Founded: 2015
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Investment Planning Advisory Services Consulting Family Education & Governance Trust Services Private Banking Charitable Gifting Oil and Gas Management

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 Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage

1900 Wealth Org Chart

Sample employees and titles

Name	Title	Location	Contact
Michael Sierra, Jd, Cfp(r)	Hard-working Professional Who Is Passionate About Helping Individuals, Families, and Entities Protect, Manage and Grow Their Wealth.	San Antonio, Texas Metropolitan Area, United States	View
Todd Brockwell, Cfa Cpa	President at 1900 Wealth	San Antonio, Texas, United States	Email
Bella Scanland	Client Services at 1900 Wealth Management	San Antonio, Texas, United States	Email
Richard Dullnig	Chief Compliance Officer at 1900 Wealth	San Antonio, Texas, United States	Email