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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 $891,704,184 assets under management, offering retirement planning & investment advisory services to 2641 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 315934 |
| SEC# | 801-122391 |
| Assets Managed by Firm | $891,704,184 |
| No. of Clients | 2641 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2641 | $891,704,184 |
| Individuals (other than high net worth individuals) | 319 | $116,518,968 |
| High net worth individuals | 428 | $771,157,534 |
| Charitable organizations | 2 | $4,027,682 |
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|---|---|---|---|
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