Segment Wealth Management, LLC

RIASEC RegisteredEst. 2012

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 and SEC‑registered since 2012. The firm acts as a capital allocator for both individual/family and institutional clients, offering portfolio management for individuals, small businesses and institutions, pension consulting, and manager selection services. Its billing mixes percentage‑of‑AUM fees with hourly and fixed‑fee engagements. The firm does not position itself as an ESG investor and is not a multi‑state adviser. Segment Wealth Management reports an industry affiliation with a law firm, which suggests referral or professional services relationships that complement its advisory work. The firm has been recognized in industry lists, appearing in FA Magazine’s Top RIA Firms in 2020 and in Forbes’ Top RIA Firms in 2024.