Segment Wealth Management LLC
Legal Name: SEGMENT WEALTH MANAGEMENT, LLC
3040 POST OAK BLVD., STE. 1725, HOUSTON, TX
713-800-7150
http://www.segmentwm.com
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Full Contact Details
Segment Wealth Management LLC
3040 POST OAK BLVD., STE. 1725, HOUSTON, TX
713-800-7150
713-800-7066
Other Info
Segment Wealth Management LLC is a Texas-based Limited Liability Company with 8 employees, including 4 in advisory roles, and an unknown number of clients. Their SEC status is listed as Approved with a registration date of August 27, 2012.
Segment Wealth Management - Houston Financial Advisor
Segment Wealth Management is an award-winning, fee-only advisory firm, centered on the core values of clarity, reliability, performance and truth.
Direct Owners
-
GAB INTERESTS, INC.
MANAGING MEMBER owns 75% or more
-
GWEN C. WILMETH
CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
-
GIL A BAUMGARTEN
OWNER owns 75% or more
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Jul 29, 2019
- BERKSHIRE HATHAWAY $22,285k
- INVESCO QQQ TR UNIT SER 1 $15,522k
- Berkshire Hathaway, Inc. $14,041k
- ISHARES TR RUS 1000 VAL ETF $12,235k
- ISHA $8,414k
- Apple Inc $8,118k
- MICROSOFT CORP $7,647k
- Boeing Co/The $7,092k
- MCDONALDS CORP $6,937k
- JOHNSON & JOHNSON $6,732k