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GDS WEALTH MANAGEMENT

Legal name: ONE WAY HOLDINGS LLC

CRD 315934File 801-122391
APPROVED
Retail clients
Custody
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.81B
Top 25% of cohort (national)
Discretionary AUM
$1.80B
Non-discretionary $12.4M
Clients
1,082
4,052 accounts
Employees
38
Top 25% of cohort in TX

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
FWRO
Registration date
Sep 27, 2021
Principal office
2910 LAKESIDE VILLAGE BLVD, FLOWER MOUND, TX, 75022
Phone
469-212-8072

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.81B
Discretionary AUM
$1.80B
Non-discretionary AUM
$12.4M
Discretionary accounts
3,794
Non-discretionary accounts
258
Total accounts
4,052
AUM per client
$1.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other1$510K
Charitable organizationsFewer than 5$6.0M
High net worth individuals310$1.14B
Individuals (other than high net worth individuals)768$664.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.