GDS Wealth Management

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

2910 Lakeside Village Blvd, Flower Mound...

Phone Number

(469) 212-8072

Revenue

$25.8 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
2
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About GDS Wealth Management

GDS Wealth Management, located in Flower Mound, TX, offers comprehensive financial planning services including investment management, legacy planning, and risk management to clients nationwide. The firm prides itself on being fiduciaries, ensuring that clients' best interests are prioritized in all financial decisions. With a focus on personalized service and a commitment to transparency, GDS Wealth Management aims to help individuals and families achieve their unique financial goals. Their team of certified professionals provides expert guidance and support, making financial planning accessible and tailored to each client's needs.Explore more
GDS Wealth Management's Social MediaPopular SearchesGDS Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

GDS Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

GDS Wealth Management

$25.8M
11-50
Private
-
2007
LP
Luis PerezChief Operating Officer
<$5M
11-50
Private
-
2001
GB
Gregory BillowManaging Partner
<$5M
11-50
Private
<$5M
2006
DR
Dale RubinFounding Partner, Chief Investment Officer
<$5M
11-50
Private
-
2014
RB
Robert BadaliCEO & Founder
<$5M
11-50
Private
-
1997
YO
Yvonne OlsonVice President
<$5M
11-50
Private
-
1990
JS
John SchlatterFounder & CEO
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

GDS Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

GDS Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about GDS Wealth Management.

GDS Wealth Management Tech Stack

A closer look at the technologies used by GDS Wealth Management

Most Recent Scoops

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GDS Wealth Management News & Media

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Frequently Asked Questions Regarding GDS Wealth Management

What is GDS Wealth Management's official website?
GDS Wealth Management's official website is www.gdswealth.com
What is GDS Wealth Management's Revenue?
GDS Wealth Management's revenue is $25.8 Million
What is GDS Wealth Management's SIC code?
GDS Wealth Management's SIC: 62,628
What is GDS Wealth Management's NAICS code?
GDS Wealth Management's NAICS: 52,523
How many employees does GDS Wealth Management have?
GDS Wealth Management has 11-50 employees
What industry does GDS Wealth Management belong to?
GDS Wealth Management is in the industry of: Finance, Securities Trading
What is GDS Wealth Management competition?
GDS Wealth Management top competitors include: Yeomans Consulting Group, Salient Wealth Planning Group, Monument Retirement & Wealth Advisory, Beacon Financial Partners
What technology does GDS Wealth Management use?
Some of the popular technologies that GDS Wealth Management uses are: Cloudflare CDN, HubSpot, ADP, Microsoft 365
How do I contact GDS Wealth Management?
GDS Wealth Management contact info: Phone number: (469) 212-8072 Website: www.gdswealth.com
What does GDS Wealth Management do?

GDS Wealth Management, located in Flower Mound, TX, offers comprehensive financial planning services including investment management, legacy planning, and risk management to clients nationwide. The firm prides itself on being fiduciaries, ensuring that clients' best interests are prioritized in all financial decisions. With a focus on personalized... service and a commitment to transparency, GDS Wealth Management aims to help individuals and families achieve their unique financial goals. Their team of certified professionals provides expert guidance and support, making financial planning accessible and tailored to each client's needs.Read More

What are GDS Wealth Management social media links?
GDS Wealth Management Linkedin page GDS Wealth Management Facebook page
Is GDS Wealth Management a public company?
GDS Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about GDS Wealth Management

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