Matthew R. Richter

1900 WEALTH

San Antonio, TX 78215

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CRD#: 2628299

Professional summary

Matthew Robert Richter, who also goes by Matthew R Richter, is a registered financial advisor currently at 1900 WEALTH located in San Antonio, Texas.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Matthew has worked at 9 firms and has passed the Series 65, Series 63, Series 55, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew R Richter

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Robert Richter's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 8, 2022 - Present

1900 WEALTH

Office #1: 1900 Broadway Suite 900, San Antonio, TX 78215

RIA

CRD#: 175346

San Antonio, TX

Past

November 8, 2010 - June 24, 2013

MKM PARTNERS LLC

CRD#: 114666

AUSTIN, TX

Past

September 30, 2008 - November 11, 2010

WESTLAKE SECURITIES

CRD#: 127112

AUSTIN, TX

Past

November 14, 2005 - September 24, 2008

TEJAS SECURITIES GROUP, INC.

CRD#: 36705

AUSTIN, TX

Past

November 26, 2003 - November 16, 2005

WM SMITH & CO.

CRD#: 30777

GREENWOOD VILLAGE, CO

Past

March 15, 2002 - June 13, 2002

WM SMITH & CO.

CRD#: 30777

GREENWOOD VILLAGE, CO

Past

January 12, 2000 - July 30, 2001

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

ST. LOUIS, MO

Past

February 23, 1998 - April 13, 2000

HANIFEN, IMHOFF INC.

CRD#: 44469

DENVER, CO

Past

May 21, 1997 - February 23, 1998

HANIFEN, IMHOFF INC.

CRD#: 2126

DENVER, CO

Past

May 21, 1996 - May 8, 1997

BROKERAGE ADMINISTRATORS CORPORATION

CRD#: 37432

ENGLEWOOD, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

1900 WEALTH

1900 WEALTH | MONTICELLO WEALTH MANAGEMENT, LLC | 1900 WEALTH MANAGEMENT LLC

CRD#: 175346 / SEC#: 801-105469

RIA

Registered Investment Advisory firm - (9/2/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(7/8/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/8/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/30/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 55

Date: 3/28/2000

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 12/10/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/20/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

1900 WEALTH

1900 WEALTH | MONTICELLO WEALTH MANAGEMENT, LLC | 1900 WEALTH MANAGEMENT LLC

CRD#: 175346 / SEC#: 801-105469

RIA

Registered Investment Advisory firm - (9/2/2015 Approved)

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Contact information

Main Address

1900 Broadway Suite 900, San Antonio, TX 78215

Mailing Address

Phone number

(210) 736-7770

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 MARCH 2025 (3/19/2025)

Regulatory assets under management

Total Number of Accounts	911
AUM (Assets Under Management)	$ 2,268,162,325

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/05/2025	Cover Page	Report
10/04/2024	Cover Page	Report
10/13/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Matthew R. Richter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Robert Richter's CRS (Customer Relationship Summary).

Certified licenses

Experience

MKM PARTNERS LLC

WESTLAKE SECURITIES

TEJAS SECURITIES GROUP, INC.

WM SMITH & CO.

WM SMITH & CO.

STIFEL, NICOLAUS & COMPANY, INCORPORATED

HANIFEN, IMHOFF INC.

HANIFEN, IMHOFF INC.

BROKERAGE ADMINISTRATORS CORPORATION

Primary Firm SEC Registration

1900 WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 7/8/2022

Series 63

Date: 1/30/2006

Series 55

Date: 3/28/2000

Series 7

Date: 12/10/1996

Series 6

Date: 5/20/1996

Current Firm

1900 WEALTH

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

1900 WEALTH

TRUST BUT VERIFY

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