$17.1M Total AUM
$17.1M Disc. AUM
-- 3Y CAGR
1 Employees
43 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-06-2019
- Office Locations
- 1
Office Locations
1121 Poplar View Lane N. Suite 1 Collierville TN
About Sego Wealth Management, LLC
Sego Wealth Management, LLC is a Collierville, TN RIA focused on retirement-focused planning, including retirement income analysis and long-term care strategy discussions to help clients stress-test “what-ifs” and make money last. The firm provides broader financial planning support (e.g., estate and tax planning, insurance, and portfolio construction) and works with Charles Schwab as custodian.
Team overview
-- AVG AGE
$17.1M AVG AUM / ADVISOR
$398.1K AVG AUM / CLIENT
7.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
JAMES ANDREW SEGO
Chief Compliance Officer, Managing Member, Principal
- CRD
- #4824178
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,119,486 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,119,486 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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