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, SEC-registered investment adviser (registered in 2012) organized as an LLC. The firm serves both individual and family clients as well as institutional accounts and describes itself as a capital allocator that constructs and oversees portfolios for a mix of small businesses, individuals and institutions. Advisory services include discretionary portfolio management, pension consulting and the selection of third‑party managers; billing is offered on a percentage‑of‑AUM basis as well as through hourly and fixed fees. Segment does not identify as an active ESG investor. Media mentions include placement on FA Magazine’s Top RIA Firms list (2020) and a Forbes Top RIA Firms mention (2024).