1900 Wealth
Likely to Engage tag.Highly Engaged Employees

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

1777 NE Loop 410 Ste 200, San Antonio, T...

Phone Number

(210) 736-7770

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About 1900 Wealth

2015 Wealth Management is a financial advisory firm that specializes in wealth management for high-net-worth individuals and families. The firm offers a range of services including investment management, family office solutions, charitable gifting, and alternative investments. Committed to building structured wealth management plans, 2015 Wealth focuses on creating principled and transparent relationships with its clients. Founded in 2015, the company has successfully established over 350 client relationships and manages significant assets.Explore more
1900 Wealth's Social MediaPopular Searches1900 WealthMonticello Wealth Management LLCWealth1900 Wealth Management LLCMonticello Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

1900 Wealth Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

1900 Wealth

<$5M
11-50
Private
-
2015
$36M
1-10
Private
-
2013
LW
Lori WedlakeFounder & Managing Director
$7.6M
11-50
Private
-
1962
AG
Anita GordonDistrict Manager
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
1-10
Private
-
2004
N/A
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
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Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

1900 Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

1900 Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about 1900 Wealth.

1900 Wealth Tech Stack

A closer look at the technologies used by 1900 Wealth

Most Recent Scoops

Facilities Relocation / Expansion
1900 Wealth is planning to move offices in June 2026. The move will impact approximately 15 employees at the existing office located at 1717 W 6th St, Austin, TX.
Facilities Relocation/Expansion
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Frequently Asked Questions Regarding 1900 Wealth

What is 1900 Wealth's official website?
1900 Wealth's official website is www.1900wealth.com
What is 1900 Wealth's Revenue?
1900 Wealth's revenue is <$5 Million
What is 1900 Wealth's SIC code?
1900 Wealth's SIC: 62,628
What is 1900 Wealth's NAICS code?
1900 Wealth's NAICS: 52,523
How many employees does 1900 Wealth have?
1900 Wealth has 11-50 employees
What industry does 1900 Wealth belong to?
1900 Wealth is in the industry of: Finance, Securities Trading
What is 1900 Wealth competition?
1900 Wealth top competitors include: Keiber Retirement Solutions, MoonDance Investment Advisors, LLC, Reynolds Wealth Management, Chronos Wealth Management
What technology does 1900 Wealth use?
Some of the popular technologies that 1900 Wealth uses are: goo.gl, WordPress.org, reCAPTCHA, PHP
How do I contact 1900 Wealth?
1900 Wealth contact info: Phone number: (210) 736-7770 Website: www.1900wealth.com
What does 1900 Wealth do?

2015 Wealth Management is a financial advisory firm that specializes in wealth management for high-net-worth individuals and families. The firm offers a range of services including investment management, family office solutions, charitable gifting, and alternative investments. Committed to building structured wealth management plans, 2015 Wealth fo... cuses on creating principled and transparent relationships with its clients. Founded in 2015, the company has successfully established over 350 client relationships and manages significant assets.Read More

What are 1900 Wealth social media links?
1900 Wealth Linkedin page
Is 1900 Wealth a public company?
1900 Wealth is private company therefore does not currently have an official ticker symbol
See more information about 1900 Wealth

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