FLOWER MOUND, TXCRD 315934Latest ADV March 18, 2026
Gds Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Flower Mound, TX. Its latest Form ADV filing, dated March 18, 2026, reports $1.8B in regulatory assets under management, 38 employees, and 4,052 accounts.
Assets Under Management
$1.8B
Employees
38
Offices
--
Total Clients
1,082
Primary office
FLOWER MOUND, TX
2910 LAKESIDE VILLAGE BLVD, FLOWER MOUND, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.0% of total clients.
Top client categories% of clientsClients
1
Individuals
71.0%
768
2
HNWI
28.7%
310
3
Charitable
0.3%
3
4
Corporations
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.8Bas of March 18, 2026
Discretionary99.3%
$1.8B
99% of total RAUM99.3%
Non-discretionary0.7%
$12M
1% of total RAUM0.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.8B
Total Accounts4,052
10Y AUM Change+$1.8B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees38
Clients per Employee28:1
10Y Employee Change+30 (+375.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.