SourcingSourcing

SEGMENT WEALTH MANAGEMENT, LLC

C43
CRD 164877·SEC 801-77071·HOUSTON, TX
AUM
$2.07B
$1B+
Est. Revenue
$20.7M
@ 1% on AUM
Est. EBITDA
$6.2M
@ 30% margin
Est. Deal Value
$49.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SEGMENT WEALTH MANAGEMENT, LLC
CRD
164877
SEC file #
801-77071
EIN
371702821
DBA names
—

Economics

AUM
$2.07B
AUM band
$1B+
AUM trajectory
'20'26
$607.4M → $2.07B▲ +241%
Client mix
Individuals High Net Worth170
Individuals Other51
Charitable Organizations8
Pension Profit Sharing Plans7

Operations

Employees (total)
12
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
4 advisors → 5 advisors▲ +25%
Primary office
HOUSTON TX
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/22/2026
ADV-W filed at
—
Website
wikitia.com/wiki/segment_wealth_management,_llc

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GAB INTERESTS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
GAB INTERESTS, INC.
BAUMGARTEN, GIL, A
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WIKITIA.COM
Rdap Domain Creation Date
2019-10-28T16:06:25Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
87,553
Form 5500 Compensation Trajectory 3y
202587,553
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
87,553
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001575581
Edgar Registered
Yes
Edgar Filing Count
58
Edgar First Filing Date
2013-05-03
Edgar Last Filing Date
2026-04-20
Edgar 13f Count
56
Edgar 13f Latest AUM Estimate
Filing Date2026-04-20
Accession0001575581-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
3040 POST OAK BLVD.SUITE 1725HOUSTON, TX 77056
Business
3040 POST OAK BLVD.SUITE 1725HOUSTON, TX 77056
Edgar EIN
371702821
Edgar Recent Filings
13F-HR2026-04-20 · 0001575581-26-000002
13F-HR2026-01-29 · 0001575581-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-10-28T16:06:25Z
Rdap Domain Last Changed
2024-06-04T08:24:33Z
Rdap Nameservers
Aida.ns.cloudflare.comFonzie.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Trust Company Affiliate
No

People (4)

4
BAUMGARTEN, GIL, A
IAR · Executive Officer · 2.5%
1373434
ENSZER, WILLIAM, KANE
IAR · Executive Officer · 2.5%
5087065
WILMETH, GWEN, C.
Executive Officer · 2.5%
6093711
Jennifer Marie Heerensperger
IAR
7926607