San Antonio-based wealth management firm’s independent model, expanded services, and client-first approach drive sustainable long-term growth
SAN ANTONIO — October 2025. San Antonio-based, family-owned investment advisor 1900 Wealth Management™ (1900 Wealth®) today announced it has surpassed $3 billion in assets under management (AUM), a significant milestone that underscores the firm’s thoughtful growth strategy, client trust, and continued investment in its people and platform.
Building on its positive performance earlier this year, 1900 Wealth’s AUM grew from nearly $2.7 billion at the close of the second quarter to more than $3 billion by the end of the third quarter of 2025. This strong trajectory reflects the firm’s balanced approach to expansion and its commitment to maintaining the personalized, high-touch service that defines the firm.
This milestone represents both the strength of the firm’s strategy and the deep trust it has earned from clients across Texas. 1900 Wealth’s independence and local ownership have allowed the firm to adapt quickly and scale intentionally while remaining grounded in its core values.
“Crossing the $3 billion mark represents far more than a number; it reflects the enduring strength of our relationships and the continued trust our clients place in us,” said 1900 Wealth President, Todd Brockwell. “Our success is rooted in our independence and the collaborative spirit of our team. As we grow, we remain intentional about scaling in a way that enhances the personalized, relationship-based service our clients expect.”
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 comprehensive balance sheet management.
“We are proud to be building a firm that balances growth with purpose,” Brockwell added. “Our independence gives us the flexibility to focus on what matters most, our clients and their long-term success. This milestone is a testament to the dedication of our team and the partnerships we’ve built over the years.”
