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, owner-operated registered investment adviser formed as an LLC and SEC-registered in 2021. The firm serves individual and family clients as well as some institutional relationships, charging fees based on a percentage of assets under management. Its core advisory services are financial planning and portfolio management for individuals and small businesses. GDS does not bill itself as a capital allocator, is not an active ESG investor, and is not identified as a multi-state adviser. The firm appeared on Forbes’ lists of Top RIA Firms in both 2023 and 2024.
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%
Contacts
3 of 24
Daniel Amador
Financial PlannerCRD 7168972
Andrew Schmuhl
Financial PlannerCRD 7801867
Max Adams
Financial AdvisorCRD 7926658
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 82Active vs passive
$713M in ETFs
73%
$517M
27%
$196M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF (LQD) | BlackRock | Passive | Corporate Bond | $130M | 1,189,126 | 18.19% |
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