← Tributary

1900 WEALTH

SAN ANTONIO, TX · CRD 175346 · IAPD ↗ · 210-736-7770

$3.07BRegulatory AUM
20Advisory reps
22Employees
0Clients
1-10Planning clients
12Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2026 — 1900 WEALTH reported RAUM up 35% ($2.27B -> $3.07B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
78
April 2026 — 1900 WEALTH grew from 12 to 20 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
July 2025 — 1900 WEALTH added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
April 2024 — 1900 WEALTH grew from 8 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.