Company Information

Get to know Segment Wealth

Founded in 2012, Segment Wealth Management is an independent, fee-only Registered Investment Adviser (RIA) based in Houston, Texas. The firm is built on the principles of being a fiduciary, meaning it is legally and ethically bound to act in its clients' best interests. Segment Wealth focuses on evidence-based investing, comprehensive financial planning, and a client-centric approach to help high-net-worth families, entrepreneurs, and professionals manage and grow their wealth across generations.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Segment Wealth

Australia

Founded in

1975 (51 Years)

Founded

Last online: No recent activity

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Markets.com

(327 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.