Segment Wealth Management, LLC
● SEC registered since 2012CRD 164877SEC# 801-77071Houston, TX
Reg. AUM
$2.07B
Employees
12
Accounts
1,214
Location
Houston, TX
Segment Wealth Management, LLC assets under management
Segment Wealth Management, LLC is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 2012. It reports $2.1 billion in regulatory assets under management and employs 12 people.
Segment Wealth Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gab Interests, Inc. Control | Managing Member | Over 75% | 2009 |
| Gil A Baumgarten Control | Chief Executive Officer | Under 5% | 2010 |
| Gwen C. Wilmeth Control | Chief Compliance Officer | Under 5% | 2012 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Segment Wealth Management, LLC manage?
Segment Wealth Management, LLC reports $2.1 billion in regulatory assets under management on its Form ADV.
How many employees does Segment Wealth Management, LLC have?
Segment Wealth Management, LLC reports 12 employees.
Where is Segment Wealth Management, LLC located?
Segment Wealth Management, LLC is based in Houston, TX and has been SEC-registered since 2012.
Does Segment Wealth Management, LLC disclose fund performance?
Segment Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3040 Post Oak Blvd., Ste. 1725, Houston, TX 77056 |
| Phone | 713-800-7150 |
| Fax | 713-800-7066 |
| Office hours | 7:30a.m. To 4:30p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1575581 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.07B▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$2.07Bregulatory AUM
Discretionary $2.07B