WE FOCUS ON WHAT MATTERS MOST TO YOU.
REALIZING YOUR VISION FOR YOUR WEALTH.
WE TAKE IT PERSONALLY.
1900 Wealth, previously Monticello Wealth Management, is a San Antonio-based investment advisory firm focusing on building structured wealth management plans for high-net-worth individuals and families. The name is a nod to our new location and specifically signifies our commitment to invest in San Antonio’s urban core and the overall revitalization of mid-town. With over $1.7 billion assets under management as of January 31, 2022, 1900 Wealth serves San Antonio, Austin, as well as Central and South Texas. The firm is wholly-owned by Jefferson Bank, which has been part of the San Antonio banking community since 1946. 1900 Wealth is registered as a Registered Investment Adviser with the U.S. Securities and Exchange Commission. Like its parent company, 1900 Wealth is independent, guided by principles and structured for convenient, personalized service.