Investment adviser · CRD 175346
1900 WEALTH
Investment adviser filing (IA)
1900 WEALTH MANAGEMENT LLC
SAN ANTONIO, TX, United States · Form ADV filed Aug 20, 2026
- Regulatory AUM
- $3.07B Form ADV · Item 5.F
- Client accounts
- 1,067 Accounts, not individual clients
- Employees
- 22 Reported in this filing
- Advisory professionals
- 20 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 230 | $1,663,954,369 | 54.2% |
| Banks & thrifts | Fewer than 5 | $856,887,941 | 27.9% |
| Charities | 31 | $382,021,361 | 12.4% |
| Pooled investment vehicles | 11 | $89,370,864 | 2.9% |
| Individuals | 224 | $78,770,464 | 2.6% |
Filing source
Form ADV 2127320 · Aug 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
13 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
1900 FORMENTERA FUND II 2022 SERIESOther Private Fund · Last reported Aug 20, 2026$22.1MGross asset value
Form D fundraising filings
1900 Formentera Fund II 2022 Series ( fund in 1900 Direct Series LLC)
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ABIP CPA
PCAOB 5585
Fund details & source
- Fund ID
- 805-1242010924
- Reported beneficial owners
- 58
- Minimum commitment
- $0
- Form D file number
- 021-477047
Form ADV 2127320 · Aug 20, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
1900 SV FORUM 2024 SERIESReal Estate Fund · Last reported Aug 20, 2026$15.4MGross asset value
Form D fundraising filings
1900 SV Forum 2024 Series (fund 1900 Direct Series LLC)
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ABIP CPA
PCAOB 5585
Fund details & source
- Fund ID
- 805-7054058696
- Reported beneficial owners
- 51
- Minimum commitment
- $0
- Form D file number
- 021-530995
Form ADV 2127320 · Aug 20, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
1900 FORMENTERA FUND 3 2025 SERIESOther Private Fund · Last reported Aug 20, 2026$7.21MGross asset value
Form D fundraising filings
1900 Formentera Fund III 2025 Series (fund 1900 Direct Series LLC)
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ABIP CPA
PCAOB 5585
Fund details & source
- Fund ID
- 805-1635251715
- Reported beneficial owners
- 67
- Minimum commitment
- $0
- Form D file number
- 021-552044
Form ADV 2127320 · Aug 20, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
1900 INSIGHT EQUITY 4 2023 SERIESPrivate Equity Fund · Last reported Aug 20, 2026$6.36MGross asset value
Form D fundraising filings
1900 Insight Equity 4 2023 Series (fund in 1900 Direct Series LLC)
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ABIP CPA
PCAOB 5585
Fund details & source
- Fund ID
- 805-2688273833
- Reported beneficial owners
- 16
- Minimum commitment
- $0
- Form D file number
- 021-487173
Form ADV 2127320 · Aug 20, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
1900 ELEVATE MUSIC 4 2024 SERIESPrivate Equity Fund · Last reported Aug 20, 2026$3.51MGross asset value
Form D fundraising filings
1900 Elevate Music 4 2024 Series (fund 1900 Direct Series LLC)
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ABIP CPA
PCAOB 5585
Fund details & source
- Fund ID
- 805-8105762353
- Reported beneficial owners
- 94
- Minimum commitment
- $0
- Form D file number
- 021-537791
Form ADV 2127320 · Aug 20, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
1900 ASTO CP FUND I 2024 SERIESPrivate Equity Fund · Last reported Aug 20, 2026$3.08MGross asset value
Form D fundraising filings
1900 Asto CP Fund I 2024 Series (fund of 1900 Direct Series LLC)
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ABIP CPA
PCAOB 5585
Fund details & source
- Fund ID
- 805-9756055884
- Reported beneficial owners
- 96
- Minimum commitment
- $0
- Form D file number
- 021-525581
Form ADV 2127320 · Aug 20, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
1900 PDC BUDA 2023 SERIESReal Estate Fund · Last reported Aug 20, 2026$2.88MGross asset value
Form D fundraising filings
1900 PDC Buda 2023 Series (fund of 1900 Direct Series LLC)
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ABIP CPA
PCAOB 5585
Fund details & source
- Fund ID
- 805-2880873146
- Reported beneficial owners
- 17
- Minimum commitment
- $0
- Form D file number
- 021-504762
Form ADV 2127320 · Aug 20, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Aug 20, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
1900 BROADWAY, SUITE 900SAN ANTONIO, TX, 78215, United States
CRD 175346
Filing source
Form ADV 2127320 · Aug 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.