Independent, Family-Owned 1900 Wealth Management Ends Second Quarter 2025 With Nearly $2.7 Billion AUM, Expands Executive Team and Elevates Core Offerings
SAN ANTONIO—August 2025. San Antonio-based, family-owned investment advisor 1900 Wealth ManagementTM (1900 Wealth®) said today it exceeded its growth goals for 2025 by the end of the second quarter and added four executive-level team members in response, ensuring the right team is in place to elevate the firm’s core offerings, reinforce its commitment to thoughtful expansion and bolster its trademark commitment to highly personalized, relationship-based customer service.
“1900 Wealth’s continuing steady growth is a testament to the strength of our team, the trust of our clients, and the clarity of our strategic vision,” said 1900 Wealth President Todd Brockwell. “As we continue to exceed our growth goals, we remain intently focused on scaling in a way that enhances the personalized, high-touch service our clients have come to expect. During the first half of the year, we added four new executive-level team members, each carefully chosen to augment our capabilities and position us to meet our clients’ evolving needs with excellence and relation-based interactions.”
The first half of 2025 has seen 1900 Wealth continuing the trends that marked its 2024 success — a flourishing client base, expanded alternative investments platform, and double-digit growth in assets under management (AUM). The firm’s AUM grew from $2.3 billion at the end of 2024 to nearly $2.7 billion by the end of second quarter 2025. Its alternative investments platform grew from $165 million and 100 clients on December 31, 2024, to $190 million and 129 clients by June 30, 2025.
Together, 1900 Wealth’s new executive hires add 50 years of financial industry experience to its already impressive wealth of knowledge and bring the total number of 1900 Wealth employees to 22.
Looking ahead to the second half of 2025, 1900 Wealth’s goals will remain aligned with its long-term strategy of growing intentionally, deepening client relationships and investing in talent and technology.
While its growth pace has accelerated, the firm’s consistent focus “quality over quantity.” 1900 Wealth serves the San Antonio and surrounding Central and South Texas communities, including the Hill Country and Austin. The firm specializes in helping families grow their wealth through disciplined investment management and addressing the complex challenges high-net-worth families face, while being responsible stewards of generational wealth. The 1900 Wealth team has deep knowledge and experience with family offices, alternative investments, portfolio management, tax strategy, and helping families plan and manage their balance sheets.
“We are immensely proud to be building a firm that balances growth with intentionality,” Brockwell said. “I attribute that to having a team that has embraced the changes that come with 1900 Wealth’s growth while staying grounded in its core values. It has been truly inspiring to observe the collaboration, resilience and unflagging client-first mindset across the organization. Our commitment to delivering exceptional client experiences, fostering a strong internal culture and investing in the future of wealth management we believe continues to set us apart from our counterparts in the industry.”
###
About 1900 Wealth Management LLC
Founded in 2015, 1900 Wealth® is a San Antonio-based investment advisory firm focusing on building structured wealth management plans for high-net-worth individuals and families. 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 US Securities and Exchange Commission*. Like its parent company, it is independent, guided by principles and structured for convenient, personalized service.
*Registration does not imply a certain level of skill or training.
