SEGMENT WEALTH MANAGEMENT, LLC

SEGMENT WEALTH MANAGEMENT, LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 164877). Regulatory assets under management: $2.1B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (6)

NameRoleLocation
Gwen C WilmethCHIEF COMPLIANCE OFFICER
Gil A BaumgartenCHIEF EXECUTIVE OFFICER; OWNER
WILMETH GWEN CCHIEF COMPLIANCE OFFICER
BAUMGARTEN GIL AOWNER
Gwen C. WilmethCHIEF COMPLIANCE OFFICER
William Kane EnszerPRESIDENT

More on this firm