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Client Login

ALIGNED WITH YOU

At 1900 Wealth, we are focused on understanding and serving your needs, aiming to be a trusted partner rather than just a service provider. We are dedicated to aligning ourselves to your interests. Our veteran team has experience working with high net worth individuals and families, so we understand your unique financial circumstances.

Todd Brockwell, CFA, CPA

President

San Antonio

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Charles Dodd Jr, MBA

Vice President, Investment Officer
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RICHARD DULLNIG

Chief Compliance Officer

JESSICA DROUGHT

Vice President Investment Advisor

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MILES FUQUAY, CFP®

Senior Vice President
Senior Trust Investment Officer
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CAROL GEORGI 

Client Services Specialist

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Teri M. Grubb

Senior Vice President, Director of Operations & Client Experience 1900 Wealth
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Steve Hernandez

Vice President, Investment Advisor
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HUNT HORD, MBA

Investment Advisor

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BOBBY JONES, CFA

Senior Vice President
Senior Investment Advisor

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Hannah Jones

Investment Advisor
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CHRIS KARDYS

Managing Senior Vice President - San Antonio
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Brannon Kroll

Senior Vice President, Senior Trust Investment Advisor
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Phyllis Kyle

Vice President Portfolio Operations Manager
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Sally Randolph

Client Services Specialist
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KATIE RICHARDS

Quality Control Supervisor
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Caroline Satel

Investment Advisor

BELLA SCANLAND

Client Services Assistant
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MIKE SIERRA, CFP, JD

Senior Vice President,
Senior Investment Advisor

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Lawsin Wilt

Portfolio Management Analyst

Austin

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MELISSA ANDERSON, CPA, CAIA

Managing Senior Vice President - Austin
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MATT R. RICHTER

Senior Vice President
Senior Investment Advisor – Alternatives
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Jake Allison

Alternative Investment Analyst

Boerne

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Mary Mullins Romanczuk

Vice President, Investment Advisor

Differentiate Yourself with 1900 Wealth

The financial landscape is evolving, with an increasing thirst expectation/demand for transparent, unbiased investment advice. At 1900 Wealth, our legacy stands as a testament to navigating these intricate financial markets with precision, integrity, and client-centric dedication.
At the heart of 1900 Wealth lies our devotion to creating genuine relationships. Our seasoned team, backed by their rich mosaic of skills – from family office expertise to CFA and CFP certifications – has consistently ensured our clients’ best interests are at the forefront. Our high net worth clientele benefit from our holistic wealth management approach, where trust and transparency are our pillars.

What truly sets 1900 Wealth apart?

Our ethical stance, devoid of commission-based motives, and our transparent fee structure. This commitment ensures we’re not just another advisory firm, but a trusted partner for our clients. Our dedication transcends traditional service, we strive to align our goals seamlessly with those we serve.

Explore. Engage. Elevate.

Discover the opportunities awaiting you at 1900 Wealth.

Apply Now