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, SEC-registered advisory firm organized as an LLC and operating since 2012. The firm describes itself as a capital allocator that serves both individual/family and institutional clients, charging fees on an AUM basis and also offering hourly and fixed-fee arrangements. Its advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and selection of third‑party advisers. Segment does not identify as an active ESG investor and is not listed as a multi‑state adviser. The firm has been recognized on industry lists, appearing among Top RIA Firms in FA Magazine (2020) and in Forbes (2024). Segment also reports an affiliation with a law firm.