SEGMENT WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$2,069,231,258
Discretionary
$2,069,231,258
Non-discretionary
$0
Firm details
- CRD number
- 164877
- SEC file number
- 801-77071
- Main office
- HOUSTON, TX, United States
- Employees
- 12
- SEC status
- Approved
- Website
- HTTPS://SEGMENTWM.COM/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.