Segment Wealth Management LLC
Legal Name: SEGMENT WEALTH MANAGEMENT, LLC
3040 POST OAK BLVD., STE. 1725, HOUSTON, TX
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
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