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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.

Executive Team

Todd Brockwell,
CFA, CPA

Chief Executive Officer

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CHRIS KARDYS

President | San Antonio

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Teri M. Grubb

Chief Operating Officer

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BOBBY JONES, CFA

Chief Investment Officer

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RICHARD DULLNIG

Chief Compliance Officer

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MELISSA ANDERSON, CPA, CAIA

Managing Director
Family Office Services

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MATT R. RICHTER

Managing Director
Alternative Investments

Advisors

Investment Team

Operations & Administration

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.