Investment adviser · CRD 164877
SEGMENT WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
HOUSTON, TX, United States · Form ADV filed Sep 25, 2026
- Regulatory AUM
- $2.07B Form ADV · Item 5.F
- Client accounts
- 1,214 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 170 | $1,988,384,222 | 96.1% |
| Charities | 8 | $31,074,117 | 1.5% |
| Individuals | 51 | $18,140,348 | 0.9% |
| Retirement plans | 7 | $17,923,699 | 0.9% |
| Corporations & businesses | Fewer than 5 | $13,708,872 | 0.7% |
Filing source
Form ADV 2133820 · Sep 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 25, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2200 POST OAK BLVD, SUITE 1400HOUSTON, TX, 77056, United States
CRD 164877
Filing source
Form ADV 2133820 · Sep 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.