SEC Form ADV · CIK 1575581

SEGMENT WEALTH MANAGEMENT, LLC

Registered Investment AdviserTX
$2.1B
Assets Under Management
1,214
Total Clients
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Registration Details

CIK
1575581
Accession
CRD-164877
Location
HOUSTON, TX
Filing Date
May 22, 2026
AUM
$2.1B
Total Clients
1,214
Amendment
No

About this Adviser

SEGMENT WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in HOUSTON, TX, managing approximately $2.1B in assets across 1,214 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.