SEGMENT WEALTH MANAGEMENT, LLC

CRD 164877File 801-77071

APPROVED

Retail clients

Custody

Filing as of May 22, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.07B

Top 25% of cohort (national)

Discretionary AUM

$2.07B

Clients

236

1,214 accounts

Employees

Top 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Aug 27, 2012
Principal office: 3040 POST OAK BLVD., STE. 1725, HOUSTON, TX, 77056
Phone: 713-800-7150
Website: https://www.linkedin.com/company/segment-asset-management

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.07B
Discretionary AUM: $2.07B
Non-discretionary AUM: $0
Discretionary accounts: 1,214
Non-discretionary accounts: 0
Total accounts: 1,214
AUM per client: $8.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$13.7M
Charitable organizations	8	$31.1M
High net worth individuals	170	$1.99B
Pension and profit sharing plans	7	$17.9M
Individuals (other than high net worth individuals)	51	$18.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.