SourcingSourcing

ONE WAY HOLDINGS LLC

C20
CRD 315934·SEC 801-122391·FLOWER MOUND, TX
AUM
$1.81B
$1B+
Est. Revenue
$18.1M
@ 1% on AUM
Est. EBITDA
$5.4M
@ 30% margin
Est. Deal Value
$43.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ONE WAY HOLDINGS LLC
CRD
315934
SEC file #
801-122391
EIN
—
DBA names
Gds Wealth Management

Economics

AUM
$1.81B
AUM band
$1B+
AUM trajectory
'22'26
$518.8M → $1.81B▲ +249%
Client mix
Individuals Other768
Individuals High Net Worth310
Charitable Organizations3
Corporations1

Operations

Employees (total)
38
Advisory staff (per ADV)
22
Advisory staff (5-yr trend)
'22'26
8 advisors → 22 advisors▲ +175%
Primary office
FLOWER MOUND TX
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
gdswealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SMITH, GLEN, DAVID
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
SMITH, GLEN, DAVID
CASEY, ROBERT, LAWRENCE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GDSWEALTH.COM
Rdap Domain Creation Date
2022-01-27T21:27:58Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5554
Soi Zip Pct 200k Plus
0.3436
Soi Zip Returns 200k Plus
4,220
Soi Zip Total AGI
3,387,150
Fdic Zip Total Deposits
7,667,263,000
Fdic Zip Branch Count
75
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
20
Bc Firm IAR Count
20
Custodian Candidates
Full
Raymond James4
E*trade4
Fdic Zip Branches Raw
Bank One, National AssociationFlower Mound, TX
Bank One, National AssociationFlower Mound, TX
Fdic Zip HHI
3081.15
Fdic Zip Top Bank Share Pct
42.21
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2035-01-27T21:27:58Z
Rdap Domain Last Changed
2025-01-28T05:02:04Z
Rdap Nameservers
Ns77.worldnic.comNs78.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI25,888
Returns2,540
Stub 2
AGI45,214
Returns1,220
Stub 3
AGI58,853
Returns950
Soi Zip Total Business Income
70,945
Soi Zip Total Cap Gains
398,501
Soi Zip Total Dividends
94,624
Soi Zip Total Returns
12,280
Top Owner CRD
4801922
Trust Company Affiliate
No

People (21)

21
SMITH, GLEN, DAVID
IAR · Direct Owner · 87.5%
4801922
CASEY, ROBERT, LAWRENCE
IAR · Direct Owner · 37.5%
5721668
Amna Ali Khan
Executive Officer · 2.5%
5779719
Sebastian Carrillo
IAR
7609564
Timothy James Allin
IAR
7706604
Andrew Thomas Schmuhl
IAR
7801867
Ji Hoon Seon
IAR
8130162
ANNIE DANETTE Adkison
IAR
5982683
Max Brogan Tiraboschi
IAR
8011380
Max Quincy Adams
IAR
7926658
ERICA LYNN DORE
IAR
4808086
Ross Edward Mortensen
IAR
6898652
ALEX SCHREMMER
IAR
7331554
Samuel Thomas Pokluda
IAR
7412205
Jordan Daniel Kast
IAR
6163063
Julian Grant DiBona
IAR
7954379
DANIEL PATRICK LEE AMADOR
IAR
7168972
Jace Dalton Darrow
IAR
7493854
Robert Joseph Zoba
IAR
6908677
VICTORIA MAE GEIGER
IAR
7124848
Roman S Marquez
IAR
7429215