SEGMENT WEALTH MANAGEMENT, LLC
CRD #164877 SEC #801-77071 HOUSTON, TX 713-800-7150
SEC Registered
Total AUM
$1.8B
Discretionary
$1.8B
Employees
12
Clients
--
Accounts
1,114
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.8B | $1.8B | $0 | 12 | 1 |
| Mar 2025 | $1.8B | $1.8B | $0 | 12 | 1 |
| Mar 2024 | $1.4B | $1.4B | $0 | 9 | 0 |
| Sep 2023 | $1.2B | $1.2B | $0 | 9 | 0 |
| Sep 2023 | $1.2B | $1.2B | $0 | 9 | 0 |
| Mar 2023 | $1.2B | $1.2B | $0 | 9 | 0 |
| Mar 2023 | $1.2B | $1.2B | $0 | 9 | 0 |
| Nov 2022 | $1.2B | $1.2B | $0 | 9 | 0 |
| Mar 2022 | $1.2B | $1.2B | $0 | 9 | 0 |
| Mar 2022 | $1.2B | $1.2B | $0 | 9 | 0 |
| May 2021 | $902.8M | $902.8M | $0 | 9 | 0 |
| Mar 2021 | $902.8M | $902.8M | $0 | 9 | 0 |
| May 2020 | $768.7M | $768.7M | $0 | 8 | 0 |
| May 2020 | $768.7M | $768.7M | $0 | 8 | 0 |
| Mar 2020 | $768.7M | $768.7M | $0 | 8 | 0 |
| Jan 2019 | $607.4M | $607.4M | $0 | 8 | 0 |
| Jun 2018 | $619.4M | $619.4M | $0 | 8 | 0 |
| Mar 2018 | $750M | $614.8M | $135.2M | 8 | 0 |
| Mar 2017 | $622.3M | $570M | $52.4M | 7 | 100 |
| Aug 2016 | $477.1M | $466.8M | $10.3M | 5 | 100 |
| Jun 2016 | $477.1M | $466.8M | $10.3M | 5 | 100 |
| Apr 2016 | $477.1M | $466.8M | $10.3M | 5 | 100 |
| Mar 2016 | $477.1M | $466.8M | $10.3M | 5 | 100 |
| Feb 2016 | $460.8M | $449.6M | $11.3M | 5 | 100 |
| Feb 2016 | $460.8M | $449.6M | $11.3M | 5 | 100 |
| Feb 2015 | $460.8M | $449.6M | $11.3M | 5 | 100 |
| Mar 2014 | $425M | $425M | $0 | 3 | 100 |
| Feb 2014 | $425M | $425M | $0 | 3 | 100 |
| Aug 2013 | $417M | $417M | $0 | 2 | 100 |
| May 2013 | $344M | $344M | $0 | 2 | 100 |
| Mar 2013 | $344M | $344M | $0 | 2 | 100 |
| Feb 2013 | $344M | $344M | $0 | 2 | 100 |
| Dec 2012 | $300M | $300M | $0 | 4 | 100 |
| Aug 2012 | $0 | $0 | $0 | -- | 0 |
DateOct 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees12
Clients1
DateMar 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees12
Clients1
DateMar 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees9
Clients0
DateSep 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees9
Clients0
DateSep 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees9
Clients0
DateNov 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees9
Clients0
DateMay 2021
Total AUM$902.8M
Discretionary$902.8M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$902.8M
Discretionary$902.8M
Non-Disc.$0
Employees9
Clients0
DateMay 2020
Total AUM$768.7M
Discretionary$768.7M
Non-Disc.$0
Employees8
Clients0
DateMay 2020
Total AUM$768.7M
Discretionary$768.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$768.7M
Discretionary$768.7M
Non-Disc.$0
Employees8
Clients0
DateJan 2019
Total AUM$607.4M
Discretionary$607.4M
Non-Disc.$0
Employees8
Clients0
DateJun 2018
Total AUM$619.4M
Discretionary$619.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$750M
Discretionary$614.8M
Non-Disc.$135.2M
Employees8
Clients0
DateMar 2017
Total AUM$622.3M
Discretionary$570M
Non-Disc.$52.4M
Employees7
Clients100
DateAug 2016
Total AUM$477.1M
Discretionary$466.8M
Non-Disc.$10.3M
Employees5
Clients100
DateJun 2016
Total AUM$477.1M
Discretionary$466.8M
Non-Disc.$10.3M
Employees5
Clients100
DateApr 2016
Total AUM$477.1M
Discretionary$466.8M
Non-Disc.$10.3M
Employees5
Clients100
DateMar 2016
Total AUM$477.1M
Discretionary$466.8M
Non-Disc.$10.3M
Employees5
Clients100
DateFeb 2016
Total AUM$460.8M
Discretionary$449.6M
Non-Disc.$11.3M
Employees5
Clients100
DateFeb 2016
Total AUM$460.8M
Discretionary$449.6M
Non-Disc.$11.3M
Employees5
Clients100
DateFeb 2015
Total AUM$460.8M
Discretionary$449.6M
Non-Disc.$11.3M
Employees5
Clients100
DateMar 2014
Total AUM$425M
Discretionary$425M
Non-Disc.$0
Employees3
Clients100
DateFeb 2014
Total AUM$425M
Discretionary$425M
Non-Disc.$0
Employees3
Clients100
DateAug 2013
Total AUM$417M
Discretionary$417M
Non-Disc.$0
Employees2
Clients100
DateMay 2013
Total AUM$344M
Discretionary$344M
Non-Disc.$0
Employees2
Clients100
DateMar 2013
Total AUM$344M
Discretionary$344M
Non-Disc.$0
Employees2
Clients100
DateFeb 2013
Total AUM$344M
Discretionary$344M
Non-Disc.$0
Employees2
Clients100
DateDec 2012
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees4
Clients100
DateAug 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0