Wealth manager, independent · Flower Mound, TX
GDS Wealth Management
One Way Holdings LLC · SEC-registered investment adviser · CRD 315934 · SEC 801-122391
At a glance
GDS Wealth Management is an SEC-registered investment adviser based in Flower Mound, Texas, with $1.8B in regulatory assets under management as of its Form ADV filed March 18, 2026. It reports 1,078 individual clients, 310 of them high-net-worth, holding an average of about $1.7 million each, and 38 employees. That ranks it 612th among the nation’s 5,657 independent wealth management RIAs and 41st of 367 in Texas. It reports Raymond James as the custodian for its clients’ separately managed accounts.
Main office 469-212-8072gdswealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.8B
- Rank among independent wealth managers
- #612 of 5,657
- Rank among all SEC RIAs
- #3,850 of 17,210
- Rank in Texas
- #41 of 367
- Individual clients
- 1,078
- High-net-worth clients
- 310
- Accounts
- 4,052
- Discretionary
- 99% of AUM
- Employees
- 38
- Advisory staff
- 22
- Offices
- 1
Owners and executives on its Form ADV
- Glen D. SmithPresident
- Robert L. CaseyManaging Partner
- Amna Ali KhanChief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
GDS Wealth Management reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 310 | $1.1B | 63% |
| Individuals | 768 | $665M | 37% |
| Charitable organizations | 3 | $6M | <1% |
| Corporations or other businesses | 1 | $1M | <1% |
Disciplinary disclosures
GDS Wealth Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗gdswealth.com ↗
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The full record on GDS Wealth Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 2,177 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Texas
All of Texas →| Firm | Regulatory AUM | Clients |
|---|---|---|
| RIA AdvisorsHouston | $1.8B | 1,235 |
| View Capital RIA, LPDallas | $1.8B | 135 |
| Financial SynergiesHouston | $1.8B | 927 |
| Meridian Wealth Advisors, LLCAustin | $1.7B | 328 |
| LEE Financial Company, LLCDallas | $1.7B | 428 |
| Tanglewood Total Wealth Management, Inc.Houston | $1.6B | 417 |
Background
Questions
How much does GDS Wealth Management manage?
GDS Wealth Management reports $1.8B in regulatory assets under management across 4,052 accounts, 99% of it on a discretionary basis, on its Form ADV filed March 18, 2026.
How many clients does GDS Wealth Management have?
It reports 1,078 individual clients: 310 high-net-worth individuals and 768 other individuals. Individuals account for about 100% of its regulatory assets.
Where is GDS Wealth Management headquartered?
Its main office is in Flower Mound, Texas. It reports 1 office in total and 38 employees, 22 of whom perform investment advisory functions.
How does GDS Wealth Management charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does GDS Wealth Management use?
It reports Raymond James as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed March 18, 2026, it reports these amounts held: Raymond James ($1.8B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is GDS Wealth Management a hybrid RIA with a broker-dealer?
GDS Wealth Management reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is GDS Wealth Management a fiduciary?
As an SEC-registered investment adviser, GDS Wealth Management owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is GDS Wealth Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-18), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →