Segment Wealth Management, LLC
Texas
Registered In
08/23/2011
Incorp. Date
Company Summary
Segment Wealth Management, LLC at 3040 Post Oak Blvd STE 1725, Houston, Tx 77056 lists Gil A Baumgarten of Houston, TX as the associate.
Overview
Registered In
Texas
Incorporation Date
Company Type
Domestic Limited Liability Company (Llc)
Status
In Existence
Registration Type
Domestic
Search Other Resources
People
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Gab Interests Inc.
Registered Agent
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3040 POST OAK BLVD STE 1725, HOUSTON, TX 77056
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Gil A Baumgarten
Director
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3030 POST OAK BLVD STE 1725, HOUSTON, TX 77056
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Gil A Baumgarten
SOLE MEMBER
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3030 POST OAK BLVD STE 1725, HOUSTON, TX 77056
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Map & Locations
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3040 POST OAK BLVD STE 1725, HOUSTON, TX 77056
View Map
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Financials
Financial Information for Segment Wealth Management, LLC
Form 5500
SEGMENT WEALTH MANAGEMENT, LLC
3040 Post Oak Boulevard Suite 1725, Houston, Tx 77056 (713) 800-7153 EIN:37-1702821 Plan Admin:Gwen Wilmeth| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSEGMENT WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY12 / 11 Assets BOY/EOY$975,135 / $1,330,186 | 2023 | SEGMENT WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 12 / 11 | $975,135 / $1,330,186 |
| 2022 | Plan NameSEGMENT WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY13 / 12 Assets BOY/EOY$1,104,255 / $975,135 | 2022 | SEGMENT WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 13 / 12 | $1,104,255 / $975,135 |
| 2021 | Plan NameSEGMENT WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY12 / 13 Assets BOY/EOY$786,386 / $1,104,255 | 2021 | SEGMENT WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 12 / 13 | $786,386 / $1,104,255 |
| 2020 | Plan NameSEGMENT WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$574,128 / $786,386 | 2020 | SEGMENT WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 11 / 12 | $574,128 / $786,386 |
| 2019 | Plan NameSEGMENT WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY13 / 11 Assets BOY/EOY$541,508 / $574,128 | 2019 | SEGMENT WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 13 / 11 | $541,508 / $574,128 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SEGMENT WEALTH MANAGEMENT, LLC
3040 Post Blvd Ste 1725, HOUSTON, TX 77058 Industry:Open-End Investment Funds| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/07/2020 | Approved$103,571 Forgiven$0 LenderPNC Bank, National Association Jobs9 | 04/07/2020 | $103,571 | $0 | PNC Bank, National Association | 9 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Address Match:3040 Post Oak Blvd Ste 1725 Houston, TX
|
Gab Interests, Inc.
Registered in Texas
|
Houston, TX | View Report | |
|
Segment Jet, LLC
Registered in Texas
|
Houston, TX | View Report |
Person/City Match:Gil A Baumgarten - Houston, TX
|
Segment Asset Management, L.L.C.
Registered in Texas
|
Houston, TX | View Report |
Address Match:3040 Post Oak Blvd Houston, TX
|
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|
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|
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|
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|
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|
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|
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Registered in California
|
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|
Dry Creek Casino, LLC
Registered in California
|
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|
Dubose Model Homes Usa, L.P.
Registered in California
|
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|
Hsr Partners, L.P.
Registered in California
|
New York, NY (2 more) | View Report | |
|
Therapists Unlimited - New Orleans, L.P.
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Registered in Colorado
|
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Sources
The following government agencies have contributed data:
• Texas Comptroller of Public Accounts • U.S. Department of Labor • U.S. Small Business Administration
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