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- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2012
- Office Locations
- 1
Office Locations
About Segment Wealth Management, LLC
Segment Wealth Management is a Houston-based, fee-only RIA serving high-net-worth and ultra-high-net-worth individuals and families nationwide. The firm delivers comprehensive wealth management spanning custom portfolio design, tax-efficient asset allocation, estate planning coordination, and philanthropic/legacy planning, acting as a fiduciary partner. Notably, it has been ranked a Barron’s Top 100 independent firm.
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Owner & Executives
GIL A BAUMGARTEN
Broker, Chief Executive Officer
- CRD
- #1373434
- Ownership
- Less than 5%
WILLIAM KANE ENSZER
President
- CRD
- #5087065
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Jennifer Marie Heerensperger
Client Advisor
- CRD
- #7926607
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,069,231,258 | $1,704,474 |
| Non-Discretionary | $0 | -- |
| Total | $2,069,231,258 | $1,704,474 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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