This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-27-2021
- Office Locations
- 1
Office Locations
About GDS Wealth Management
GDS Wealth Management is a Texas-based, fee-only fiduciary RIA providing personalized financial planning, investment management, and legacy planning for affluent households. The firm emphasizes a collaborative discovery process and actively managed, diversified portfolios built around long-term goals and risk management. Minimum relationship is $1M+ to invest; primary custody includes Raymond James.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Vehicles
Services
Owner & Executives
GLEN DAVID SMITH
Investment Advisor, President
- CRD
- #4801922
- Ownership
- 75% or more
ROBERT LAWRENCE CASEY
Financial Planner, Managing Partner
- CRD
- #5721668
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
Max Quincy Adams
Financial Advisor
- CRD
- #7926658
ANNIE DANETTE Adkison
Financial Planner
- CRD
- #5982683
Showing 2 of 24 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,796,477,456 | $473,505 |
| Non-Discretionary | $12,416,992 | $48,128 |
| Total | $1,808,894,448 | $446,420 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing