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 serves both individual/family clients and institutional accounts and positions itself as a capital allocator that selects third‑party managers alongside direct portfolio management. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee engagements. Advisory services listed include portfolio management for individuals, small businesses and institutions, pension consulting and the selection of other advisers. The firm is not identified as an active ESG investor. Segment Wealth Management has appeared on industry lists for top RIAs, including FA Magazine’s Top RIA Firms in 2020 and Forbes’ Top RIA Firms in 2024.