SEC Form ADV · CIK 1575581

SEGMENT WEALTH MANAGEMENT, LLC

Firm profile: Segment Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserTX
$2.1B
Assets Under Management
12
Employees
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Registration Details

CIK
1575581
Accession
crd-164877
Location
HOUSTON, TX
Filing Date
September 25, 2026
AUM
$2.1B
Institutional Clients
15
Employees
12
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

SEGMENT WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in HOUSTON, TX, managing approximately $2.1B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.