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

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
SEC EDGAR: View original filing →

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.

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