Segment Wealth Management
TL;DR
Segment Wealth Management is a Galleria area Houston RIA providing fee-only discretionary and non-discretionary investment management to individuals, families, trusts, estates and business entities.
$2.1 billion
Regulatory AUM
As of ADV filing 2026-09-25
1,214
Accounts / Clients
221 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
12
Team Size
employees, 5 advisory
14 yrs
Years Registered
First registered 2012
About Segment Wealth Management
Segment Wealth Management is a Galleria area Houston RIA providing fee-only discretionary and non-discretionary investment management to individuals, families, trusts, estates and business entities.
Office: 2200 Post Oak Boulevard, Suite 1400, Houston, TX 77056.
Best for: Galleria-area households of any size wanting a fee-only adviser with no stated minimum
Fee model and designations stated on the guide
Fee-onlyCFA or CPA named
Form ADV data
CRD164877
RegistrationSEC-registered
First registration2012
Regulatory AUM$2.1 billion
ADV filing date2026-09-25
Accounts1,214
Clients221 individual and high-net-worth clients
Employees12
Advisory employees5
Fee modelFee-only per its own site and ADV 2A
MinimumNo annual minimum fee or asset level generally required (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFA, CPA and CPWA named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 164877, as of ADV filing 2026-09-25, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Houston, TX (2026): rank 2 of 10
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