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, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm provides financial planning and discretionary portfolio management primarily to individuals, families and small-business clients, charging fees as a percentage of assets under management. It reports a tilt toward publicly traded equities as its primary investment preference and does not position itself as a capital allocator or an active ESG investor. GDS Wealth Management was recognized by Forbes among its Top RIA Firms in both 2023 and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 24DANIEL AMADOR
Financial PlannerCRD 7168972
Roman Marquez
Investment Adviser RepresentativeCRD 7429215
Andrew Schmuhl
Financial PlannerCRD 7801867
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$699M in ETFs
65%
$457M
35%
$242M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF (LQD) | BlackRock | Passive | Corporate Bond | $108M | 994,088 | 15.51% |
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
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