Segment Wealth Management, LLC

RIASEC Registered

Total AUM

$2.1B

Discretionary

$2.1B

100% of AUM

Avg account

$1.7M

Accounts

1,214

Employees

Advisory reps

Firm details

Headquarters: Houston, Texas
CRD number: 164877
Registered since: August 27, 2012
Website: segmentwm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI96.09%
Charitable Organizations1.5%
Individuals0.88%
Pension & Profit Sharing Plans0.87%
Corporations / Businesses0.66%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Segment Wealth Management, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registration year 2012) and identifies as a capital allocator that serves both individual/family and institutional clients. Their advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers. Compensation comes through a mix of percentage-of-AUM fees, hourly charges, and fixed fees. The firm is not an active ESG investor and lists a law firm among its industry affiliations. Segment Wealth Management has appeared on industry lists published by FA Magazine (2020) and Forbes (2024).