Segment Wealth Management LLC

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Assets, Funds, Holdings

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Segment Wealth Management LLC
CRD #164877
SEC #801-77071
CIK #0001575581
AUM $1.8 BB (2025-03-12)
Employees 12 (33% Investors, 0% Brokers)
Phone713-800-7150
Address3040 Post Oak Blvd
Houston, TX 77056
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($M)
18001440108072036002011201620212026
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)
6.04.83.62.41.20.02012201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 55 18.7
(b) Individuals (high net worth individuals) 174 1,709.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 5 9.6
(h) Charitable organizations 0 19.2
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,114 1,757.0
By Discretionary
Discretionary 1,114 1,757.0
Non-Discretionary 0 0.0
Total 1,114 1,757.0
By Non-United States Persons
Non-United States Persons 1.8
United States Persons 1,755.2
Total 1,114 1,757.0
EDGAR Form CIK 2011 - 2025
13F-HR [0001575581]
Comparable Firms State AUM ($BB)
Carson Group Investing LLC
NE 1.8
Grant TANI Barash & Altman LLC
CA 1.8
Mitchell Sinkler & Starr Inc
PA 1.8
Lee Danner & Bass Inc
TN 1.8
Mountain Pacific Investment Advisers LLC
ID 1.7
Ameraudi Asset Management Inc
NY 1.7
Clayton Financial Group LLC
MO 1.7
World Investments Inc
NJ 1.7
Cherry Creek Family Offices LLC
CO 1.7
The Harbor Group Inc
NH 1.7
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