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
4
of 12 employees
About
Segment Wealth Management provides discretionary and non-discretionary investment management and retirement-plan consulting to individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations on a fee-only, percentage-of-assets basis. The firm delivers ongoing portfolio monitoring and implements allocation decisions under written advisory agreements, and may offer limited non-investment consultations while referring implementation work (tax, legal, insurance) to outside professionals.
The firm runs a suite of named strategies — including the Segment ETF Strategy, Segment Core ETF, Tax‑Efficient Rising Dividend, Growth, Low Volatility Dividend, BRKB‑VTI, and distinct municipal and corporate bond portfolios — that combine long‑term core ETF exposures with more actively traded satellite positions and individual equity selections. Segment also uses options and other structured/derivative instruments in separately managed accounts (covered calls, cash‑secured puts, occasional inverse/leveraged ETFs and structured notes) for income or risk management, and it does not recommend direct cryptocurrency purchases, preferring ETFs, separate managers or private funds for crypto exposure if requested.
The firm is notable for several features that differ from many peers: it manages over $2.06 billion while operating with a small advisory team, advises an affiliated private fund (VEP II Orchard, LLC) though it disclaims involvement in the fund’s day‑to‑day management, and it discloses strategy performance through named composites and periodic reporting. Segment also employs an attorney who can be engaged separately through Stuart Green Law for estate work (a disclosed conflict with no fee sharing), and the brochure emphasizes that comprehensive financial planning services are not generally offered.
Client services
Expertise
Fee options
May charge a flat fee in certain circumstances
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% Above $3,000,000+: Negotiable
Fee-only: Fee-only basis; fees negotiated generally up to 1.25% annually
Main office
2200 Post Oak Blvd, Suite 1400
Houston TX 77056
Advisors at this office
4
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
William E
Series 65
Houston, TX
Segment Wealth Management, LLC
William Enszer is a financial advisor at Segment Wealth Management, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at multiple firms including Salient Capital Advisors and Sustainable Woodlands Partners. His career includes various roles in investment advisory spanning over a decade in different entities. Segment Wealth Management provides discretionary and non-discretionary investment management and retirement-plan consulting primarily to individuals, businesses, pension plans, trusts, estates, and charitable organizations. The firm employs a range of ETF-based strategies combined with active equity selections and derivative instruments, managing over $2 billion with a small advisory team.
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. Segment Wealth Management provides discretionary and non-discretionary investment management and retirement-plan consulting to individuals, business entities, and various types of trusts and organizations. The firm offers a range of ETF-based strategies combined with actively managed positions and uses derivatives for income and risk management, managing over $2 billion with a small advisory team.
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 credential with two years of industry experience. She has been with Segment Wealth Management since 2011. Segment Wealth Management provides discretionary and non-discretionary investment management and retirement-plan consulting to individuals, business entities, and various institutional clients on a fee-only basis. The firm offers a range of ETF-based and actively managed strategies incorporating options and structured instruments for income and risk management, managing over $2.06 billion with a small advisory team.
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, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has been with Segment Wealth Management since 2012. Baumgarten is also a General Partner of the VEP Orchard II LLC mineral fund and involved in fundraising activities for the partnership. Segment Wealth Management provides discretionary and non-discretionary investment management and retirement-plan consulting to individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs multiple named ETF and fixed income strategies combined with select equity positions and uses options and other structured instruments for income and risk management.
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