Sego Wealth Management, LLC

Overview

Sego Wealth Management, LLC is an independent registered investment adviser that manages discretionary portfolios for individuals and small businesses. The firm emphasizes equity-oriented solutions, using exchange-traded equities and separate managed account strategies as its primary vehicles. Its stated services include financial planning, portfolio management, pension consulting and selection of other advisers, with educational workshops as a client-facing offering. Fee arrangements combine a percentage of assets under management with hourly billing for advisory or planning work. The firm identifies itself as a capital allocator, which suggests it constructs client portfolios by selecting external managers or specific strategies rather than operating solely as a product wrapper. It is not an active ESG investor and is not positioned as a multi-state or newly formed adviser.

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Public Holdings

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Location & Offices