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SEGMENT WEALTH MANAGEMENT, LLC
CRD 164877 · SEC 801-77071
3040 POST OAK BLVD., STE. 1725, HOUSTON, TX, 77056, United States
Phone
713-800-7150
Fax
713-800-7066
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.07B
Discretionary AUM
$2.07B
Team
12 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $18.1M |
| High net worth individuals | 170 | $1.99B |
| Pension/profit sharing plans | 7 | $17.9M |
| Charitable organizations | 8 | $31.1M |
States served
CO, LA, NC, TX
All web addresses on file
- https://www.linkedin.com/company/segment-asset-management
- HTTPS://SEGMENTWM.COM/
- https://wikitia.com/wiki/Segment_Wealth_Management,_LLC
- https://www.facebook.com/segmentwealthmanagement/
- HTTPS://GILBAUMGARTEN.COM/
- https://www.linkedin.com/in/gil-baumgarten/
- https://www.linkedin.com/company/gil-baumgarten/
- https://www.facebook.com/GilBaumgartenAuthor
Official SEC filing: View on IAPD