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GDS WEALTH MANAGEMENT
2910 Lakeside Village Blvd
Flower Mound, Texas 75022
Tel: 469-212-8072
About GDS WEALTH MANAGEMENT
GDS WEALTH MANAGEMENT, formally registered with the SEC as GDS WEALTH MANAGEMENT. The firm was established in 09/27/2021. They have over 1 offices throughout the country.
GDS WEALTH MANAGEMENT is a Flower Mound, Texas based Financial Planning firm with nearly $643,804,196 assets under management, offering retirement planning & investment advisory services to 2209 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 315934 |
| SEC# | 801-122391 |
| Assets Managed by Firm | $643,804,196 |
| No. of Clients | 2209 |
| No. of Advisors | 15 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2209 | $643,804,196 |
| Individuals (other than high net worth individuals) | 370 | $160,716,786 |
| High net worth individuals | 269 | $478,990,167 |
| Charitable organizations | 2 | $3,641,149 |
| Corporations or other businesses | 1 | $456,094 |
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|---|---|---|---|
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| $192,398,103,714 | 269289 | 3349 | |
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