RIA Intel›Advisers›Tennessee›SEGO WEALTH MANAGEMENT, LLC

SEGO WEALTH MANAGEMENT, LLC

Advisory

COLLIERVILLE, TN

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$211K

across 81 accounts

AUM per adviser

$17M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$17M

Discretionary AUM$17M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients43

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, MS, TN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

43 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in TN

Closest by assets under management. All figures from Form ADV.

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ARCHETYPE INVESTMENT ADVISORS INC

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BELINDA LESLIE A REGISTERED INVESTMENT ADVISER, INC.

$18M

HUNLEY WEALTH MANAGEMENT LLC

$16M

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