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Segment Wealth Management LLC
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CRD # | 164877 |
SEC # | 801-77071 |
CIK # | 0001575581 |
AUM | $1.8 BB (2025-03-12) |
Employees | 12 (33% Investors, 0% Brokers) |
Phone | 713-800-7150 |
Address | 3040 Post Oak Blvd Houston, TX 77056 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($M) |
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Sector | Form 13F Holdings | Value ($B) | |
---|---|---|---|
Broadcom Inc | 0.1 | ||
McGraw-hill Companies Inc | 0.0 | ||
GE Vernova Inc | 0.0 | ||
Microsoft Corp | 0.0 | ||
Apple Inc | 0.0 | ||
Wal Mart Stores Inc | 0.0 | ||
Intuit Inc | 0.0 | ||
VISA Inc | 0.0 | ||
Apollo Global Management Inc | 0.0 | ||
Exxon Mobil Corp | 0.0 | ||
View All |
Holdings by Sector ($B) |
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AUM Breakdown | Accounts | AUM ($M) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 55 | 18.7 |
(b) Individuals (high net worth individuals) | 174 | 1,709.5 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 5 | 9.6 |
(h) Charitable organizations | 0 | 19.2 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1,114 | 1,757.0 |
By Discretionary | ||
Discretionary | 1,114 | 1,757.0 |
Non-Discretionary | 0 | 0.0 |
Total | 1,114 | 1,757.0 |
By Non-United States Persons | ||
Non-United States Persons | 1.8 | |
United States Persons | 1,755.2 | |
Total | 1,114 | 1,757.0 |
EDGAR Form | CIK | 2011 - 2025 |
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13F-HR | [0001575581] |
Comparable Firms | State | AUM ($BB) |
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Carson Group Investing LLC
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NE | 1.8 |
Grant TANI Barash & Altman LLC
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CA | 1.8 |
Mitchell Sinkler & Starr Inc
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PA | 1.8 |
Lee Danner & Bass Inc
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TN | 1.8 |
Mountain Pacific Investment Advisers LLC
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ID | 1.7 |
Ameraudi Asset Management Inc
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NY | 1.7 |
Clayton Financial Group LLC
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MO | 1.7 |
World Investments Inc
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NJ | 1.7 |
Cherry Creek Family Offices LLC
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CO | 1.7 |
The Harbor Group Inc
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NH | 1.7 |