DBA: GDS WEALTH MANAGEMENT
| Total AUM | $1.81B |
| Discretionary | $1.80B99% of AUM |
| Non-Discretionary | $12.4M |
| Client Accounts | 4,052 |
| Avg Account Size | $446K |
| Employees | 38 |
| Peak AUM | $1.81BMar 2026 |
Total AUM
$1.8B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.8B | +43.0% | +41.1% | — | |
| Discretionary AUM | $1.8B | ||||
| Total AUM | $1.81B |
| Discretionary | $1.80B |
| Employees | 38 |
| Client Accounts | 4052 |
| Client Range | More than 500 |
Address
2910 LAKESIDE VILLAGE BLVD
FLOWER MOUND TX 75022
Phone
469-212-8072
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.8B
99.3% of AUM
Non-Discretionary
$12M
0.7% of AUM
Disc. mix ▲ 42.6pp vs 1 year ago
Custody
No related registrations reported
| +150.2% |
| +40.8% |
| — |
| Non-Disc. AUM | $12M | 97.7% | — | — |
| Total Accounts | 4k | +26.0% | +22.4% | — |
| Avg Account Size | $446,420.15 | +13.5% | +15.3% | — |
| Employees | 38 | +46.2% | +36.3% | +40.5% |
| AUM / Employee | $48M | 2.2% | +3.5% | — |
Client AUM Segments | |||||
| Wealth AUM | $1.8B | +43.0% | +41.2% | — | |
| Institutional AUM | $7M | +41.6% | +16.8% | — | |
Client Count Segments | |||||
| HNW Clients | 768 | +62.0% | +27.6% | — | |
| Institutional | 4 | — | +10.1% | — | |
| Individuals | 310 | 20.5% | +4.8% | — | |