A Legacy Beyond Money

Experience Beyond Investing

We Do More Than Manage Your Wealth, Our Focus Is Securing Your Future

1900 Wealth Management is a client-focused financial advisory firm dedicated to building structured wealth management plans for high-net-worth individuals and families.
We are committed to forging principled, transparent relationships with our clients. Our sole purpose is your success.

$2B+

Assets Under Management
05/31/2024

2015

Founded as
Monticello Wealth

Over 350

Current
Relationships

Wealth Management for

the wide world of you

(Back row) Matt R. Richter, Mike Sierra, Todd Brockwell, Dan Slattery, Bobby Jones, Jessica Drought, (Front row) Hunt Hord, Chris Kardys