Segment Wealth Management LLC
Legal Name: SEGMENT WEALTH MANAGEMENT, LLC
Full Contact Details
Other Info
Segment Wealth Management LLC is legally known as SEGMENT WEALTH MANAGEMENT, LLC. It is a TX Limited Liability Company. This firm has 8 employees, of which 4 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Aug 27, 2012.
Direct Owners
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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
- 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