Updated May 09, 2024
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GDS Wealth Management

Investment Advisor Firm
Total assets under management$644M
Years in business17+

About GDS Wealth Management

GDS Wealth Management empowers individuals and businesses to navigate the complexities of financial planning and investing. Their team of experienced professionals crafts personalized plans built around each client's unique goals and risk tolerance. They prioritize financial literacy, educating clients to make informed investment decisions aligned with their long-term vision. Committed to transparency and ethical practices, GDS Wealth Management strives to build trust and open communication, fostering financial confidence and alleviating anxieties. Their client-centric approach extends beyond traditional wealth management, offering estate, tax, and charitable giving planning, creating a holistic path to financial security.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Investment Planning
  3. Portfolio Management
  4. Risk Management
  5. Retirement Planning
  6. Estate Planning
  7. Charitable Giving Planning
  8. Tax Planning

More about GDS Wealth Management

DesignationsMinimum asset threshold
RIA$1M - $2M
Firm CRD NumberNumber of advisors
31593411

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings