Segment Wealth Management, LLC Employee Directory

Segment Wealth Management, LLC Global Highlights

Location

Employees

North America

19

• United States Of America
  19

Segment Wealth Management, LLC's Leadership

• 
  K. A.

  Board Of Directors Concert Wealth Management Inc

  Mobile Phone

  Email
• 
  L. B.

  Board Of Directors Concert Wealth Management Inc

  Mobile Phone

  Email
• 
  W. L.

  Partner And Wealth Manager Casilio Leitch Investments

  Mobile Phone

  Email
• 
  G. H.

  Senior Investment Advisor

  Mobile Phone

  Email
• 
  S. G.

  Wealth Strategist

  Mobile Phone

  Email
• 
  L. B.

  Private Investment Advisor

  Mobile Phone

  Email

Segment Wealth Management, LLC Employee Metrics

• Banking
• Finance
• Business
• Accounting
• Other

Banking is the largest department at 44% of profiles with a known department, up from 40% in January 2026, followed by Finance (33%, up from 30%) and Business (22%, up from 20%).

Contact profiles from Segment Wealth Management, LLC

• 
  K. A.

  Board Of Directors Concert Wealth Management Inc

  Mobile Phone

  Email

  Oct 21, 2024
• 
  L. B.

  Board Of Directors Concert Wealth Management Inc

  Mobile Phone

  Email

  Oct 17, 2024
• 
  W. L.

  Partner And Wealth Manager Casilio Leitch Investments

  Mobile Phone

  Email

  Oct 24, 2024
• 
  G. H.

  Senior Investment Advisor

  Mobile Phone

  Email

  Apr 20, 2026
• 
  S. G.

  Wealth Strategist

  Mobile Phone

  Email

  Oct 25, 2026
• 
  L. B.

  Private Investment Advisor

  Mobile Phone

  Email

  Apr 20, 2026

• 1

Frequently Asked Questions

What are the largest departments at Segment Wealth Management, LLC?

Banking is the largest department at 44% of profiles with a known department, up from 40% in January 2026, followed by Finance (33%, up from 30%) and Business (22%, up from 20%).

How has Segment Wealth Management, LLC's workforce changed over the past year?

Segment Wealth Management, LLC's workforce grew 10% between January 2026 and November 2026. Banking's share of profiles with a known department rose from 40% to 44%.

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

Segment Wealth Management, LLC has approximately 14 employees as of November 2026. These team members are located across 1 continents, including North America.

Who are Segment Wealth Management, LLC's key employees and leadership?

As of November 2026, Segment Wealth Management, LLC's key employees include:

• Board Of Directors Concert Wealth Management Inc: K. A.
• Board Of Directors Concert Wealth Management Inc: L. B.
• Partner And Wealth Manager Casilio Leitch Investments: W. L.
• Senior Investment Advisor: G. H.
• Wealth Strategist: S. G.

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

Segment Wealth Management, LLC employees' email format typically follows the pattern of First.Last@segmentwm.com. Trying to find reliable and up-to-date employee contact data? Find more Segment Wealth Management, LLC email formats with LeadIQ.

What is Segment Wealth Management, LLC known for?

Segment Wealth Management, LLC was founded in 2010 and operates in the Investment Management industry. You can contact Segment Wealth Management, LLC's main corporate office by phone at

+1-713-800-****

. Explore Segment Wealth Management, LLC's company overview page for more information.