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.
Company Details
- Employees
- 30
- Founded
- -
- Address
- 1900 Broadway,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- https://www.1900wealth.com
- Keywords
- Investment Planning, Advisory Services Consulting, Family Education & Governance, Trust Services, Private Banking, Charitable Gifting, Oil and Gas Management.
- HQ
- San Antonio, TX
1900 Wealth Questions
1900 Wealth's website is https://www.1900wealth.com
1900 Wealth's LinkedIn profile is https://www.linkedin.com/company/1900-wealth
1900 Wealth has
30 employees.
View email and phone details for 30
employees at 1900 Wealth.
1900 Wealth's industry is
Investment Management
1900 Wealth's categories are Investment Management
1900 Wealth's founding year is 2015
