Segment Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$2,006,524,570
Clients
221
Advisors
3
of 12 employees
About
Segment Wealth Management provides discretionary and non‑discretionary investment management to individuals, business entities, pension and profit‑sharing plans, trusts, estates and charitable organizations, and also offers retirement plan consulting and participant education. The firm reports approximately $2.07 billion in discretionary assets under management as of December 31, 2025 and delivers ongoing portfolio monitoring, asset allocation and implementation across separately managed accounts, mutual funds and ETFs.
Its investment approach mixes ETF‑based asset allocation with actively managed equity strategies (including growth, low‑volatility dividend, and rising‑dividend approaches) and tailored fixed‑income portfolios (municipal and corporate bond ladders). The firm may employ derivatives and structured products in separately managed accounts — including options strategies (covered calls and cash‑secured put selling), occasional use of inverse/leveraged ETFs, and structured notes — and treats cash as an asset class for defensive positioning.
Noteworthy distinctions include an affiliation with a law firm (clients may engage estate‑planning services separately through the affiliated firm, with the adviser disclosing that conflict) and an explicit posture that it does not hold itself out as providing comprehensive financial planning, only limited consultation on non‑investment matters. The firm also documents multiple named strategies and a broad equity composite whose performance is tied to market benchmarks, and it generally places client assets with institutional custodians such as Charles Schwab and Vanguard.
Client services
Expertise
Fee options
Registrant may charge flat fees at discretion, no specific amounts provided
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001+: Negotiable
Hourly charges reported in Form ADV Part 1 but no specific rates stated in brochure
Fee-only: Fee-only basis; negotiable fees; may charge flat fee or waive fees; fees generally up to 1.25% annually
Main office
2200 Post Oak Blvd, Suite 1400
Houston TX 77056
Advisors at this office
3
Most active in
Colorado · Louisiana · North Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Garrett H
Series 65, Series 63
Houston, TX
Segment Wealth Management, LLC
Garrett Hizer is a financial advisor at Segment Wealth Management, LLC in Houston, TX, holding Series 65 and Series 63 licenses with six years of industry experience. His prior roles include positions at Selah Financial Services and Boston Mountain Money Management. Before entering finance, he worked at Revved Fitness, Hilton Corporate, and the OSU Foundation. Segment Wealth Management provides discretionary and non-discretionary investment management services to individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm combines ETF-based asset allocation with actively managed equity strategies and tailored fixed-income portfolios, serving approximately $2.07 billion in discretionary assets as of December 31, 2025.
Jennifer H
Series 65
Houston, TX
Segment Wealth Management, LLC
Jennifer Heerensperger is a financial advisor at Segment Wealth Management, LLC in Houston, TX, holding a Series 65 designation with two years of industry experience. She has been with Segment Wealth Management since 2011, when the firm was established. Segment Wealth Management provides investment management services to individuals, business entities, and various institutional clients, offering both discretionary and non-discretionary portfolio management. The firm combines ETF-based asset allocation with actively managed equity and fixed-income strategies, and employs a range of investment tools including options and structured products.
Gil B
Series 63, Series 65
Houston, TX
Segment Wealth Management, LLC
Gil Baumgarten is a financial advisor at Segment Wealth Management, LLC in Houston, TX, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at UBS Financial Services and Concert Wealth Management. Baumgarten is also involved as General Partner in a private mineral fund, VEP Orchard II LLC. Segment Wealth Management provides discretionary and non-discretionary investment management to individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm combines ETF-based asset allocation with actively managed equity strategies and tailored fixed-income portfolios, serving clients with approximately $2.07 billion in assets under management as of December 31, 2025.
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