Segment Wealth Management

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Last updated: December 6th, 2019. Data source: SEC filings.

Segment Wealth Management, federally registered in 2012, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 1 advisors. Segment Wealth Management manages $607.4 million and provides investment advisory services for 189 clients (1:189 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 7
Percentage of Advisors Trusted 100%
Minimum Investment $0
Average Client Balance $3,213,618
Total AUM $607.4 million
Advisor / Client Ratio 1:189
Headquarters Houston, TX
SEC Filings Forms and Brochures    (CRD # 164877)
State(s) Registered LA, TX

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