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Segment Wealth Management, LLC Employee Directory

Investment ManagementTexas, United States11-50 Employees

Segment Wealth Management, LLC has about 14 employees, all of them in North America. Banking and Finance make up over half of the profiles with a known department. Segment Wealth Management, LLC's workforce grew 10% between January 2026 and November 2026.

Find Segment Wealth Management, LLC employees' phone numbers or email addresses

Segment Wealth Management, LLC Global Highlights

Location
Employees

North America
19

Minus sign iconPlus sign icon
  • United States Of America
    19

Segment Wealth Management, LLC's Leadership

  • Board Of Directors Concert Wealth Management Inc at Segment Wealth Management, LLC
    K. A.
    Board Of Directors Concert Wealth Management Inc
    Mobile Phone
  • Board Of Directors Concert Wealth Management Inc at Segment Wealth Management, LLC
    L. B.
    Board Of Directors Concert Wealth Management Inc
    Mobile Phone
  • Partner And Wealth Manager Casilio Leitch Investments at Segment Wealth Management, LLC
    W. L.
    Partner And Wealth Manager Casilio Leitch Investments
    Mobile Phone
  • Senior Investment Advisor at Segment Wealth Management, LLC
    G. H.
    Senior Investment Advisor
    Mobile Phone
  • Wealth Strategist at Segment Wealth Management, LLC
    S. G.
    Wealth Strategist
    Mobile Phone
  • Private Investment Advisor at Segment Wealth Management, LLC
    L. B.
    Private Investment Advisor
    Mobile Phone

Segment Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • 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

Name
Title
Contact
Location
Last Update
  • Board Of Directors Concert Wealth Management Inc at Segment Wealth Management, LLC
    K. A.
    Board Of Directors Concert Wealth Management Inc
    Mobile Phone
    Oct 21, 2024
  • Board Of Directors Concert Wealth Management Inc at Segment Wealth Management, LLC
    L. B.
    Board Of Directors Concert Wealth Management Inc
    Mobile Phone
    Oct 17, 2024
  • Partner And Wealth Manager Casilio Leitch Investments at Segment Wealth Management, LLC
    W. L.
    Partner And Wealth Manager Casilio Leitch Investments
    Mobile Phone
    Oct 24, 2024
  • Senior Investment Advisor at Segment Wealth Management, LLC
    G. H.
    Senior Investment Advisor
    Mobile Phone
    Apr 20, 2026
  • Wealth Strategist at Segment Wealth Management, LLC
    S. G.
    Wealth Strategist
    Mobile Phone
    Oct 25, 2026
  • Private Investment Advisor at Segment Wealth Management, LLC
    L. B.
    Private Investment Advisor
    Mobile Phone
    Apr 20, 2026

Frequently Asked Questions

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

Minus sign iconPlus sign iconBanking 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?

Minus sign iconPlus sign iconSegment 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?

Minus sign iconPlus sign iconSegment 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?

Minus sign iconPlus sign icon

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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

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

Minus sign iconPlus sign iconSegment 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?

Minus sign iconPlus sign iconSegment 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.

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