1900 Wealth Email Format

Investment ManagementTexas, United States11-50 Employees

1900 Wealth is an investment management and advisory services firm based in San Antonio, Texas. It brings together seasoned advisors with decades of financial planning experience and is wholly owned by Jefferson Bank while remaining independent and locally operated to support convenient, personalized service. The firm offers a broad range of services, including investment management, advisory consulting, family education and governance, trust administration, private banking, charitable gifting, oil and gas management, and access to a self-managed online portfolio called iDirect. 

In 2023 the firm expanded with the opening of an office in downtown Austin and announced the appointment of three senior investment professionals to its leadership team. The following year, 1900 Wealth hired George Cipolloni as portfolio manager, reflecting ongoing growth in its advisory capabilities.

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