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Segment Wealth Management, LLC
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Overview Share
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Houston, Texas
$768.7 million AUM
1 office

Segment Wealth Management, LLC is based in Houston, Texas and has $768.7 million in assets under management.

Location
3040 Post Oak Boulevard
Suite 1725
Houston, TX 77056
$768.7 million
AUM
8
Employees
AUM Share
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$768,657,179
Assets under management
747 clients
Number of clients
Average investment size is $1,028,992
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 79 $26,973,112 4% $341,432
High net worth individuals 107 $736,976,542 96% $6,887,631
Pension and profit sharing plans Fewer than 5 clients $900,323
Charitable organizations Fewer than 5 clients $3,807,202
Employees Share
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8
Employees
8
Investment analysts
100% of total employees
AUM per employee Share
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$768,657,179
Assets under management
$96,082,147
AUM per employee
$96,082,147
AUM per investment analyst
About Share
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Compensation

Segment Wealth Management, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Segment Wealth Management, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
Firm data Share
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CRD number 164,877
SEC number 801-77071
Legal structure Limited Liability Company
Legal governance Texas, United States
Latest ADV filing date May 20, 2020

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