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Melissa Torres Anderson

1900 Wealth

San Antonio, TX

CRD 5063067

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Employer firm

1900 Wealth CRD 175346

$3.07B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
1900 Wealth

1900 Broadway Suite 900, San Antonio, TX 78215 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-08-29
  • TX RA
    APPROVED
    Since 2024-08-29

Branch Locations

1900 Broadway Suite 900, San Antonio, TX 78215 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bull Creek Financial Services Llc Austin TX 06/2012 12/2018
Windmuehle Llc Austin TX 01/2019 07/2024
1900 Wealth Management Llc San Antonio TX 07/2024 Present
  • 06/2012 → 12/2018
    Bull Creek Financial Services Llc
    Austin, TX
  • 01/2019 → 07/2024
    Windmuehle Llc
    Austin, TX
  • 07/2024 → Present
    1900 Wealth Management Llc
    San Antonio, TX
Previous Registrations
  • 2008-03-06 → 2012-06-13
    Meritage Capital
    Austin, TX
Other Businesses

1. Southwestern University; not investment related; 1001 E University Ave, Georgetown, TX 78626; Higher education; Trustee; Started on 7/1/2020; 12 hours per quarter; participate in trustee meetings. 2. The Catholic Foundation-Diocese of Austin; not investment related; 6225 E US 290 Hwy Svrd EB, Austin, TX 78723; church; board member and chairperson of investment committee; started 7/1/2024; four hours per quarter; participate in quarterly board and investment committee meetings.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-29
  • S65 Uniform Investment Adviser Law Examination
    2024-08-29
Other Names
  • Melissa Ann Torres
  • Melissa Anderson
  • Melissa Torres Anderson

View on SEC IAPD

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