GDS Wealth Management
Firm details
- Headquarters
- Flower Mound, Texas
- CRD number
- 315934
- Registered since
- September 27, 2021
- Website
- www.gdswealth.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI62.9%
- Individuals36.74%
- Charitable Organizations0.33%
- Corporations / Businesses0.03%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
GDS Wealth Management is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm is owner-operated and bills clients on a percentage-of-AUM basis. Its advisory services emphasize financial planning and portfolio management for individuals, families and small-business owners, and it also serves institutional clients. GDS does not operate as a capital allocator and does not identify as an active ESG investor. The firm was recognized by Forbes in 2023 and again in 2024 on its lists of top RIA firms.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Non-Exchange Traded Equities12%
- Cash & Cash Equivalents5%
- Other2%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 91Active vs passive
$766M in ETFs
72%
$551M
28%
$214M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF (LQD) | BlackRock | Passive | Corporate Bond | $144M | 1,409,043 | 18.81% |
Location
Flower Mound, TX
Denton
Location
Flower Mound, TX
Headquartered in Flower Mound, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Denton
- Address
- 2910 Lakeside Village Blvd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Riverchase Wealth Management, LLC
RIAFlower Mound, TX
323 Wealth Management, LLC
RIAFlower Mound, TX
Westmont Advisory, LLC
RIAFlower Mound, TX
Lifetime Capital Planning Group LLC
RIAFlower Mound, TX
Mckeel Capital Management
RIAFlower Mound, TX
Wykrent, Damon
RIAFlower Mound, TX