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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Segment Wealth Management LLC
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| CRD # | 164877 |
| SEC # | 801-77071 |
| CIK # | 0001575581 |
| AUM | $1.8 B (2025-03-12) |
| Employees | 12 (33% Investors, 0% Brokers) |
| Phone | 713-800-7150 |
| Address | 3040 Post Oak Blvd Houston, TX 77056 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 52.2 | ||
| McGraw-hill Companies Inc | 46.7 | ||
| GE Vernova Inc | 35.8 | ||
| Microsoft Corp | 34.5 | ||
| Apple Inc | 31.1 | ||
| Wal Mart Stores Inc | 24.9 | ||
| Intuit Inc | 24.6 | ||
| VISA Inc | 23.0 | ||
| Apollo Global Management Inc | 22.7 | ||
| Exxon Mobil Corp | 22.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 18.7 |
| (b) Individuals (high net worth individuals) | 174 | 1,709.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 9.6 |
| (h) Charitable organizations | 0 | 19.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,114 | 1,757.0 |
| By Discretionary | ||
| Discretionary | 1,114 | 1,757.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,114 | 1,757.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 1,755.2 | |
| Total | 1,114 | 1,757.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001575581] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
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 |