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 focused on building structured wealth management plans for high-net-worth individuals and families. Our name is a nod to our new location and specifically signifies our commitment to invest in San Antonio’s thriving urban center and the revitalization of midtown. With over $1.5 billion assets under management as of December 31, 2022,
1900 Wealth is proud to serve San Antonio and our surrounding Central and South Texas communities including the Hill Country.
1900 Wealth is owned by Jefferson Bank, an integral part of the San Antonio financial community since 1946. 1900 Wealth is a Registered Investment Adviser with the U.S. Securities and Exchange Commission. Like our parent company, 1900 Wealth is independent, guided by principles and structured for convenient, personalized service.