Insights

Established credibility Segment Wealth Management is a recognized Houston area leader with multiple accolades from Barron’s, Forbes, HBJ, and The Wall Street Journal, signaling strong trust signals for prospects and potential referral networks.

Independent fiduciary advantage The firm operates as a fiduciary with a focus on client interests, low fees and tax-efficient, long-term strategies, which can be leveraged to attract ultra-high-net-worth individuals and families seeking conflict-free advisory relations.

Growth Milestones Recent recognitions placing Segment in the Top 100 and Top 20 in Texas, along with continuous annual HBJ listings, indicate momentum that can be used to approach institutions and affluent clients seeking proven performance.

Digital and tech readiness A diversified tech stack including AWS, Google Cloud, WordPress, Shopify, AdRoll, iCIMS and analytics tools suggests scalability and potential for enhanced client experience, marketing automation, and streamlined onboarding.

Market positioning With a revenue range of 10M-25M and a lean staff size, Segment offers a boutique capable of customized portfolio construction and tax/risk management—presenting opportunities to partner with family offices, local businesses, and advisors seeking outsourced expertise.

Segment Wealth Management, LLC Tech Stack

Segment Wealth Management, LLC uses 8 technology products and services including AdRoll, iCIMS, Amazon Web Services, and more. Explore Segment Wealth Management, LLC's tech stack below.

AdRoll

Advertising

iCIMS

Applicant Tracking Systems

Amazon Web Services

Cloud Hosting

WordPress

Content Management System

Shopify

E-commerce

Microsoft 365

Google Cloud

Infrastructure As A Service

Piwik PRO Core

Web Analytics

Segment Wealth Management, LLC Email Formats	Example	Percentage
First.Last@segmentwm.com	John.Doe@segmentwm.com	80%
Last@segmentwm.com	Doe@segmentwm.com	10%
FirstLast@segmentwm.com	JohnDoe@segmentwm.com	10%

Segment Wealth Management, LLC Email Formats

Example

Percentage

First.Last@segmentwm.com

John.Doe@segmentwm.com

80%

Last@segmentwm.com

Doe@segmentwm.com

10%

FirstLast@segmentwm.com

JohnDoe@segmentwm.com

10%

Frequently Asked Questions

What is Segment Wealth Management, LLC's phone number?

You can contact Segment Wealth Management, LLC's main corporate office by phone at

+1-713-800-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Segment Wealth Management, LLC's official website and social media links?

Segment Wealth Management, LLC's official website is segmentwm.com and has social profiles on LinkedIn.

How much revenue does Segment Wealth Management, LLC generate?

As of September 2026, Segment Wealth Management, LLC's annual revenue is estimated to be $10M - $25M.

What is Segment Wealth Management, LLC's NAICS code?

Segment Wealth Management, LLC's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Segment Wealth Management, LLC have currently?

As of September 2026, Segment Wealth Management, LLC has approximately 13 employees across 1 continents, including North America. Key team members include Board Of Directors Concert Wealth Management Inc: K. A., Board Of Directors Concert Wealth Management Inc: L. B. and Partner And Wealth Manager Casilio Leitch Investments: W. L. Explore Segment Wealth Management, LLC's employee directory with LeadIQ.

What industry does Segment Wealth Management, LLC belong to?

Segment Wealth Management, LLC operates in the Investment Management industry.

What technology does Segment Wealth Management, LLC use?

Segment Wealth Management, LLC's tech stack includes AdRoll, iCIMS, Amazon Web Services, WordPress, Shopify, Microsoft 365, Google Cloud and Piwik PRO Core.

What is Segment Wealth Management, LLC's email format?

Segment Wealth Management, LLC's email format typically follows the pattern of First.Last@segmentwm.com. Find more Segment Wealth Management, LLC email formats with LeadIQ.

When was Segment Wealth Management, LLC founded?

Segment Wealth Management, LLC was founded in 2010.

Segment Wealth Management, LLC

Q: What technology does Segment Wealth Management, LLC use?

Segment Wealth Management, LLC's tech stack includes Google Analytics, Sitelinks Search Box, Google Fonts API, gstatic.com, Elementor.

Q: What is Segment Wealth Management, LLC's NAICS code?

Segment Wealth Management, LLC's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementTexas, United States11-50 Employees

Segment Wealth Management, LLC operates in the investment management and fiduciary advisory space, offering asset management and investment strategies. It emphasizes low fees, tax efficiency, and a long-term perspective, constructing customized portfolios that integrate disciplined tax and risk management. The firm seeks to provide an independent wealth experience for clients, aiming to reduce stress and support long-term financial objectives for individuals and families.

Based in Houston, Texas, the company was founded in 2010 by Gil Baumgarten, a veteran in the industry who previously worked at EF Hutton, UBS, and Smith Barney. Segment Wealth Management is SEC-registered and has been recognized by industry outlets such as Barron's and Forbes, as well as the Houston Business Journal, for its standing among top wealth-management firms in the area. In August 2023, it was listed among the largest Houston-area wealth management firms for the tenth consecutive year.

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