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GDS WEALTH MANAGEMENT

FLOWER MOUND, TX · CRD 315934 · IAPD ↗ · gdswealth.com · 469-212-8072

$1.81BRegulatory AUM
22Advisory reps
38Employees
0Clients
More than 500Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — GDS WEALTH MANAGEMENT reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2026 — GDS WEALTH MANAGEMENT reported RAUM up 41% ($1.28B -> $1.81B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
77
April 2026 — GDS WEALTH MANAGEMENT grew from 15 to 22 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
April 2025 — GDS WEALTH MANAGEMENT reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
74
April 2025 — GDS WEALTH MANAGEMENT grew from 11 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2025 — GDS WEALTH MANAGEMENT crossed $1B in regulatory AUM ($891.7M -> $1.27B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
65
April 2024 — GDS WEALTH MANAGEMENT reported RAUM up 39% ($643.8M -> $891.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2024 — GDS WEALTH MANAGEMENT now reports custody of client assets ($348,000).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.