← Directory
SEGMENT WEALTH MANAGEMENT, LLC
CRD 164877File 801-77071
APPROVED
Retail clients
Custody
Filing as of Sep 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.07B
Top 25% of cohort (national)
Discretionary AUM
$2.07B
Clients
236
1,214 accounts
Employees
12
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
- 2200 POST OAK BLVD, SUITE 1400, HOUSTON, TX, 77056
- Phone
- 713-800-7150
- Website
- HTTPS://SEGMENTWM.COM/
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 234 | 236 | increased by2 |
| Mar 1, 2026 | AUM | $1,756,993,490 | $2,069,231,258 | increased by$312,237,768 |
| Mar 1, 2026 | Accounts | 1,114 | 1,214 | increased by100 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 12 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 193 | 234 | increased by41 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,210,372,375 | $1,756,993,490 | increased by$546,621,115 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 859 | 1,114 | increased by255 |
| Apr 1, 2022 | Clients | 191 | 193 | increased by2 |
| Apr 1, 2022 | AUM | $902,833,585 | $1,210,372,375 | increased by$307,538,790 |
| Apr 1, 2022 | Accounts | 800 | 859 | increased by59 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SEGMENT WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SEGMENT WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.