SEGO WEALTH MANAGEMENT, LLC

SEGO WEALTH MANAGEMENT, LLC of COLLIERVILLE, TN is an SEC-registered investment adviser (CRD 304193). Regulatory assets under management: $17.1M.

Registration

• CRD: 304193
• Type: Registered investment adviser
• Location: 1121 POPLAR VIEW LANE N, COLLIERVILLE, TN, 38017
• Phone: 901-457-2700
• Latest filing: 2026-03-30
• Regulatory AUM: $17.1M
• Discretionary AUM: $17.1M
• Clients: 1
• Accounts: 81

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304193 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search