What departments does 1900 Wealth have?

1900 Wealth has employees across 1 departments including Finance.

What is the largest department at 1900 Wealth?

The largest department at 1900 Wealth is Finance with 1 employees.

Where are 1900 Wealth employees located globally?

1900 Wealth has employees across 1 continents and 1 countries including United States Of America.

How has 1900 Wealth's team size changed over time?

1900 Wealth's team has grown from approximately 19 to 24 employees based on available data.

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1900 Wealth Employee Directory

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.

1900 Wealth Global Highlights

North America
32

United States Of America
32

1900 Wealth's Leadership

S. H.
Vice President And Investment Advisor
Mobile Phone
Email
P. K.
Vice President
Mobile Phone
Email
D. S.
Senior Advisor
Mobile Phone
Email
M. S.
Ownership
Mobile Phone
Email
E. K.
Svp, Family Wealth & Alternatives Strategist
Mobile Phone
Email

1900 Wealth Employee Metrics

100%

50%

2026

2025

Banking
Legal
Business
Quality Assurance
Accounting
Other
Finance
Operations

Contact profiles from 1900 Wealth

Name

Title

Contact Info

Location

Last Update

S. H.
Vice President And Investment Advisor
Mobile Phone
Email
United StatesFlorida
Jun 01, 2026
P. K.
Vice President
Mobile Phone
Email
United States
Apr 17, 2026
D. S.
Senior Advisor
Mobile Phone
Email
United States
Nov 14, 2025
M. S.
Ownership
Mobile Phone
Email
Oct 18, 2024
E. K.
Svp, Family Wealth & Alternatives Strategist
Mobile Phone
Email
United States
Apr 14, 2026

Frequently Asked Questions

What is 1900 Wealth known for?

1900 Wealth was founded in 2015 operates in the Investment Management industry. The company's main headquarters is located in 1900 Broadway Suite 900 San Antonio, Texas 78215 United States. Explore 1900 Wealth's company overview page for more information.

What is 1900 Wealth's most common email format?

1900 Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more 1900 Wealth email formats with LeadIQ.

How many employees does 1900 Wealth have currently?

1900 Wealth has approximately 35 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are 1900 Wealth's key employees and leadership?

As of June 2026, 1900 Wealth's key employees include:

Vice President And Investment Advisor: S. H.
Vice President: P. K.
Senior Advisor: D. S.
Ownership: M. S.
Svp, Family Wealth & Alternatives Strategist: E. K.

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1900 Wealth Employee Directory

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