| Name | Title | Ownership | Since |
|---|---|---|---|
| Gab Interests, Inc. Control | Managing Member | Over 75% | 2009 |
| Gwen C. Wilmeth Control | Chief Compliance Officer | Under 5% | 2012 |
| Ncf Charitable Trust | Member | 5-10% | 2023 |
Segment Wealth Management, LLC reports $1.8 billion in regulatory assets under management on its Form ADV.
Segment Wealth Management, LLC reports 12 employees.
Segment Wealth Management, LLC is based in Houston, TX and has been SEC-registered since 2012.
Segment Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3040 Post Oak Blvd., Ste. 1725, Houston, TX 77056 |
| Phone | 713-800-7150 |
| Fax | 713-800-7066 |
| Office hours | 7:30a.m. To 4:30p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1575581 |
| Discloses disciplinary history | No |
| Discretionary | $1.76B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.76B |