← Back to searchVisit website
SEGO WEALTH MANAGEMENT, LLC
CRD 304193
1121 POPLAR VIEW LANE N, SUITE 1, COLLIERVILLE, TN, 38017, United States
Phone
901-457-2700
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$17.1M
Discretionary AUM
$17.1M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $10.6M |
| High net worth individuals | 13 | $6.5M |
All web addresses on file
Official SEC filing: View on IAPD