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SEGMENT WEALTH MANAGEMENT, LLC

HOUSTON, TX · CRD 164877 · IAPD ↗ · segmentwm.com · 713-800-7150

$2.07BRegulatory AUM
5Advisory reps
12Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
March 2026 — SEGMENT WEALTH MANAGEMENT, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
December 2025 — SEGMENT WEALTH MANAGEMENT, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.