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1900 Wealth Management LLC

● SEC registered since 2015CRD 175346SEC# 801-105469San Antonio, TX
Export (members)
Ranks #1,726 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$3.07B
Fund GAV
$68.2M
Private funds
12
Employees
22
Accounts
1,067
Location
San Antonio, TX

1900 Wealth Management LLC assets under management

1900 Wealth Management LLC operates as an SEC-registered investment adviser based in San Antonio, TX. The firm has been registered since 2015. It reports $3.1 billion in regulatory assets under management and employs 22 people. 1900 Wealth Management LLC manages 12 private funds with combined gross assets of $68.2 million, including 1900 Formentera Fund II 2022 Series. By regulatory assets, it ranks 1,726 of 6,004 private fund managers.

1900 Wealth Management LLC private funds

12 funds · $68.2M GAV
FundTypeGross assetsMin.
1900 Formentera Fund II 2022 SeriesOther Private$22.1M
1900 Sv Forum 2024 SeriesReal Estate$15.4M
1900 Formentera Fund 3 2025 SeriesOther Private$7.2M
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1900 Wealth Management LLC owners & executives

7 reported
NameTitleOwnershipSince
Andrew Jackson Lewis ControlDirectorUnder 5%2015
Jefferson Bank ControlOwnerOver 75%2015
Paul Everette McSween ControlDirectorUnder 5%2015
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Frequently asked questions

How much does 1900 Wealth Management LLC manage?

1900 Wealth Management LLC reports $3.1 billion in regulatory assets under management on its Form ADV.

How many private funds does 1900 Wealth Management LLC manage?

1900 Wealth Management LLC manages 12 private funds with combined gross assets of $68.2 million.

How many employees does 1900 Wealth Management LLC have?

1900 Wealth Management LLC reports 22 employees.

Where is 1900 Wealth Management LLC located?

1900 Wealth Management LLC is based in San Antonio, TX and has been SEC-registered since 2015.

Does 1900 Wealth Management LLC disclose fund performance?

1900 Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1900 Broadway, Suite 900, San Antonio, TX 78215
Phone210-736-7770
Fax210-736-7857
Office hours8:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1791996
Discloses disciplinary historyNo

Regulatory AUM

$3.07B▲ 35%
Mar '25 — $2.27BApr '25 — $2.27BMay '25 — $2.27BJun '25 — $2.27BJul '25 — $2.27BAug '25 — $2.27BSep '25 — $2.27BOct '25 — $2.27BNov '25 — $2.27BDec '25 — $2.27BJan '26 — $2.27BFeb '26 — $2.27BMar '26 — $3.07BApr '26 — $3.07BMay '26 — $3.07BJun '26 — $3.07B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
AUM vs fund managersTop 29%
Larger than 71% of 6,004 private-fund managers
Number of fundsTop 21%
More funds than 79% of fund managers
EmployeesTop 22%
More than 78% of 16,825 advisers

Assets under management

$3.07Bregulatory AUM
Discretionary $3.07B

Fund type mix

Private Equity6
Other Private2
Real Estate2
Venture Capital2