Dakota
Dakota
Book a Demo
Talk to an Expert

Segment Wealth Management, Llc

EST. AUM
$2,069,231,258

CONTACTS
6

CLIENT ACCOUNTS
1,214

Firm Details

Metro area Houston
CRD Number 164877
Website segmentwm.com
Client types

Overview

Founded by Gil Baumgarten in 2010, Segment is a fee-only asset management and financial consulting firm with a strong client-advocacy focus. Gil is a former Senior Portfolio Manager with UBS and Smith Barney. He is a three-time recipient of the BARRON'S “Winners Circle” list of top 1000 advisors, given to the best financial advisors in the United States. Gil has also been ranked by BARRON'S as one of the 35 best advisors in Texas.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy