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. Our new name and brand identity 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 $1.5 billion assets under management as of May 31, 2021, 1900 Wealth serves the greater San Antonio area and is expanding its reach into the Hill Country including Fredericksburg and Kerrville. 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.Get Started
Wealth management is highly complex, but it’s also highly personal. Every family has a unique set of circumstances, priorities, and goals.
At 1900 Wealth, we start by listening. We don’t subscribe to one-size-fits-all financial strategies. Our approach is comprehensive, nuanced, and tailored to fit your personal circumstances.
What distinguishes us from other wealth management firms? There are many factors, but what it comes down to is that we are part of the strong Jefferson Bank legacy.
Our focus is realizing your vision for your wealth.