|
⚲
|
| Keyboard |
| Segment Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 164877 |
| SEC # | 801-77071 |
| CIK # | 0001575581 |
| AUM | 2,069.2 M (2026-05-22) |
| Employees | 12 (42% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 713-800-7150 |
| Address | 3040 Post Oak Blvd Houston, TX 77056 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Tue, 26 May 2026 | Segment Wealth Management to nearly double office space with Uptown Houston move — The Business Journals |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| GE Vernova Inc | 69.9 | ||
| Broadcom Inc | 64.1 | ||
| ASML Holding NV | 50.6 | ||
| Nvidia Corp | 48.6 | ||
| Apple Inc | 44.2 | ||
| Caterpillar Inc | 43.4 | ||
| Alphabet Inc | 32.4 | ||
| Wal Mart Stores Inc | 28.7 | ||
| Microsoft Corp | 27.3 | ||
| Parker Hannifin Corp | 27.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 0.0 |
| (b) Individuals (high net worth individuals) | 170 | 2.0 |
| (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 | 7 | 0.0 |
| (h) Charitable organizations | 8 | 0.0 |
| (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 | 1,214 | 2.1 |
| By Discretionary | ||
| Discretionary | 1,214 | 2.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,214 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 1,214 | 2.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001575581] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Quadrant Private Wealth Management LLC
✚
|
PA | 2,095.9 M |
|
Ascentis Independent Advisors LLC
✚
|
TX | 2,094.9 M |
|
United Asset Strategies Inc
✚
|
NY | 2,085.9 M |
|
Maren Capital LLC
✚
|
IL | 2,080.2 M |
|
Indivisible Partners LLC
✚
|
FL | 2,079.7 M |
|
Cahaba Wealth Management Inc
✚
|
GA | 2,060.9 M |
|
Sawgrass Asset Management LLC
✚
|
FL | 2,049.8 M |
|
Carson Group Investing LLC
✚
|
NE | 2,048.5 M |
|
Inscription Capital LLC
✚
|
TX | 2,047.7 M |
|
Doyenne Wealth Advisors LLC
✚
|
IL | 2,044.4 M |