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GDS Wealth Management

Updated today

Client AUM

$1,802,367,077

Clients

1,078

Advisors

23

of 38 employees

About

GDS Wealth Management provides financial planning, consulting, and investment management services to individual clients, including high-net-worth households. The firm manages approximately $1.8 billion in client assets across a team of 22 advisors and serves just over 1,000 client relationships, primarily through discretionary portfolio management and retirement-rollover guidance.

GDS implements client portfolios largely by allocating assets among equities, corporate and municipal debt, mutual funds, ETFs and warrants, using model portfolios developed with research and allocation guidance from Raymond James. Model-level changes are reviewed by the firm’s Chief Investment Officer and implemented by an internal investment committee, with client-specific adjustments (tax, restrictions, liquidity) made after model implementation; the firm generally focuses on asset allocation rather than in-house quantitative analysis of individual securities.

Noteworthy aspects include GDS’s explicit reliance on Raymond James’ institutional platform and EPTS research, and disclosures that the firm receives related economic benefits and occasional sponsorship fees from product providers. The firm also discloses use of client testimonials in its marketing and the use of standing letters of authorization that create limited custody arrangements—practices that are less common among multi-team peers.

Client services

Financial planning Portfolio management

Expertise

Wealth management Retirement income strategy

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Fee options

Percentage

0.50% – 1.50% (50 to 150 basis points) annually, depending on portfolio size and other factors

Other

Account minimum: $1,000,000

Main office

2910 Lakeside Village Blvd

Flower Mound TX 75022

Advisors at this office

23

Most active in

California · Florida · Georgia · Louisiana · Oklahoma · Texas

Also doing business as

Gds Wealth Management · Glen D. Smith & Associates · One Way Holdings LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Timothy A

Series 65

Flower Mound, TX

GDS Wealth Management

Timothy Allin is a financial advisor at GDS Wealth Management with three years of industry experience. He holds a Series 65 designation and previously worked at Norman Window Fashions and Shoppa's Material Handling. GDS Wealth Management serves individual and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm manages approximately $1.28 billion in assets across a multi-advisor team, utilizing model portfolios based on Raymond James research to allocate investments across various asset classes.

Wealth management Retirement income strategy
user avatar

Annie A

Series 63, Series 66

Flower Mound, TX

GDS Wealth Management

Annie Adkison is a financial advisor at GDS Wealth Management with 13 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at USAA Investment Management Company and Raymond James Financial Services. GDS Wealth Management serves individual and high-net-worth clients through financial planning, consulting, and discretionary portfolio management. The firm employs a multi-advisor team approach and utilizes model portfolios informed by Raymond James research, managing approximately $1.28 billion in assets across diverse investment strategies.

Wealth management Retirement income strategy
user avatar

Jacob B

Series 63, Series 66

Flower Mound, TX

GDS Wealth Management

Jacob Boen is a financial advisor with GDS Wealth Management in Flower Mound, TX. He holds Series 63 and Series 66 designations and has three years of industry experience. Before joining GDS Wealth Management in 2026, he worked at Farther Finance and Fidelity Investments, among other firms. Prior to his career in finance, he held various roles outside the industry. GDS Wealth Management is a multi-advisor firm serving individual and high-net-worth clients with financial planning, consulting, and investment management services. The firm employs model portfolios guided by research from Raymond James, focusing primarily on asset allocation and discretionary portfolio management.

Wealth management Retirement income strategy
user avatar

Justin A

Series 63, Series 66

Flower Mound, TX

GDS Wealth Management

Justin Artis is a financial advisor at GDS Wealth Management in Flower Mound, TX, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining GDS Wealth Management, he worked at Fidelity Investments and has experience in legal and corporate settings, including a six-year tenure at Biel Fisette Iacono, LLP. GDS Wealth Management serves individual clients, including high-net-worth households, providing financial planning, consulting, and investment management. The firm manages approximately $1.8 billion in client assets through discretionary portfolio management, utilizing model portfolios developed with research and allocation guidance from Raymond James.

Wealth management Retirement income strategy
user avatar

Daniel A

CFP®, Series 66

Flower Mound, TX

GDS Wealth Management

Daniel Amador is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with GDS Wealth Management and has prior experience at Schwab Private Client Advisory, Charles Schwab & Co., Inc., and other firms. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management services. The firm manages approximately $1.28 billion in assets through a multi-advisor team of 15, utilizing model portfolios informed by Raymond James research across a range of equity and fixed income allocations.

Wealth management Retirement income strategy
user avatar

Ji S

Series 65

Flower Mound, TX

GDS Wealth Management

Ji Seon is a financial advisor at GDS Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining GDS, Ji worked at Republic Services, The Boston Consulting Group, and Ford Motor Company. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management services. The firm manages approximately $1.28 billion in assets across a multi-advisor team of 15, utilizing model portfolios informed by Raymond James research that include a range of equity and fixed income allocations.

Wealth management Retirement income strategy
user avatar

Justin A

Series 65

Flower Mound, TX

GDS Wealth Management

Justin Anderson is a financial advisor with GDS Wealth Management in Flower Mound, TX. He holds a Series 65 designation and has been with GDS since 2026. Prior to joining the firm, he held positions in various industries including home maintenance and restoration, and worked in education at Brigham Young University - Idaho. GDS Wealth Management provides financial planning, consulting, and investment management services to individual clients, including high-net-worth households. The firm manages approximately $1.8 billion in assets through a team of 22 advisors and utilizes model portfolios developed with research from Raymond James, focusing primarily on asset allocation.

Wealth management Retirement income strategy
user avatar

Victoria G

Series 63, Series 65

Flower Mound, TX

GDS Wealth Management

Victoria Geiger is a financial advisor with GDS Wealth Management in Flower Mound, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at several firms including Raymond James Financial Services and Equitable Advisors. GDS Wealth Management serves primarily high-net-worth individual clients, managing approximately $1.8 billion in assets through a team of 22 advisors. The firm focuses on discretionary portfolio management and retirement-rollover guidance, implementing client portfolios using model allocations developed with research from Raymond James.

Wealth management Retirement income strategy
user avatar

Sebastian C

Series 65

Flower Mound, TX

GDS Wealth Management

Sebastian Carrillo is a financial advisor at GDS Wealth Management with a Series 65 designation and three years of industry experience. His prior work includes roles at Moss Adams LLP and GoFundMe.org. He has also been involved with educational institutions such as Baylor University and Saint Francis High School. GDS Wealth Management serves individual and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm manages approximately $1.28 billion in assets across a multi-advisor team of 15 and employs model portfolios informed by Raymond James research.

Wealth management Retirement income strategy
user avatar

Ross M

Series 66

Flower Mound, TX

GDS Wealth Management

Ross Mortensen is a financial advisor with GDS Wealth Management, holding a Series 66 designation and eight years of industry experience. He previously worked at Fisher Investments and First Command Financial Planning. GDS Wealth Management provides financial planning, consulting, and investment management services primarily to individual clients and high-net-worth households, managing approximately $1.8 billion in assets through discretionary portfolio management and retirement-rollover guidance. The firm uses model portfolios based on research from Raymond James, with adjustments tailored to client-specific needs.

Wealth management Retirement income strategy
user avatar

Alex S

Series 66

Flower Mound, TX

GDS Wealth Management

Alex Schremmer is a financial advisor at GDS Wealth Management with four years of industry experience. He holds the Series 66 designation and has previously worked at Keene Insight Financial Strategies, AGH, BKD, and Washburn University. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management services. The firm manages approximately $1.28 billion in assets across a multi-advisor team of 15 and employs model portfolios informed by Raymond James research, using a mix of equities, fixed income, mutual funds, ETFs, and other instruments.

Wealth management Retirement income strategy
user avatar

Max T

Series 65

Flower Mound, TX

GDS Wealth Management

Max Tiraboschi is a financial advisor at GDS Wealth Management with a Series 65 credential and one year of industry experience. Before joining GDS Wealth Management in 2025, he worked at Northwestern Mutual Investment Services LLC and held positions in automotive sales and marketing. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management. The firm manages approximately $1.28 billion in assets across a multi-advisor team, using model portfolios based on Raymond James research that range from balanced to fully equity-focused allocations.

Wealth management Retirement income strategy
user avatar

Jason F

ChFC®, Series 66

Flower Mound, TX

GDS Wealth Management

Jason Freeby is a financial advisor at GDS Wealth Management with the designations ChFC® and Series 66. He has one year of experience in the financial industry, having previously served in the United States Marine Corps for 31 years. He is also involved in managing a rental real estate property outside of his advisory role. GDS Wealth Management provides financial planning, consulting, and investment management services primarily to individual and high-net-worth clients. The firm manages approximately $1.8 billion in assets across 22 advisors and uses model portfolios supported by research from Raymond James, focusing on asset allocation rather than individual security analysis.

Wealth management Retirement income strategy
user avatar

Jace D

CFP®, Series 63

Flower Mound, TX

GDS Wealth Management

Jace Darrow is a CFP® with four years of experience in the financial industry. He is currently with GDS Wealth Management and serves on the Board of Directors for Ranger Springs, assisting the president and CEO with management decisions. His prior roles include positions at L2 Wealth Management, Mark Lupton, and Yellowstone Club. GDS Wealth Management provides financial planning, consulting, and investment management services to individual clients, including high-net-worth households. The firm manages approximately $1.8 billion in assets and primarily utilizes model portfolios developed with guidance from Raymond James.

Wealth management Retirement income strategy
user avatar

Benjamin S

Series 65

Flower Mound, TX

GDS Wealth Management

Benjamin Schmuhl is a financial advisor at GDS Wealth Management in Flower Mound, TX, holding a Series 65 designation. He has been active in the financial services industry since 2023, with prior experience at Ryan Everet Insurance and Charles Schwab & Co., Inc. Outside of finance, he was involved with Juicy Pig Barbecue for five years. GDS Wealth Management provides financial planning, consulting, and investment management services primarily to individual and high-net-worth clients. The firm manages approximately $1.8 billion in client assets through discretionary portfolio management and retirement-rollover guidance, using model portfolios supported by research from Raymond James.

Wealth management Retirement income strategy
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