Segment Wealth Management, LLC

Segment Wealth Management, LLC is a registered investment adviser firm established in August 2011 in Texas. The firm offers discretionary and non-discretionary investment advisory services on a fee-only basis, with annual fees based on a percentage of assets under management. Clients can engage the firm for retirement consulting services, limited consulting/implementation services, and access to affiliated private investment funds. The firm primarily allocates client assets among various individual equity, debt, alternative investments, and fixed income securities, utilizing different investment strategies such as long-term purchases, short-term purchases, and trading. Clients are encouraged to review financial planning issues annually and are provided with regular account statements and reports. The firm does not participate in wrap fee programs and does not accept compensation from the sale of securities. Clients are responsible for voting on proxies and making decisions on class action lawsuits. The firm's Chief Compliance Officer, Gwen Wilmeth, is available to address any client inquiries. The firm has not experienced any material changes since its last filing in March 2024 and has not been subject to disciplinary actions or bankruptcy petitions.