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GDS Wealth Management is an SEC-registered wealth management firm managing approximately $2 billion in client assets¹ and serving clients nationwide. Our mission is to provide confidence and peace of mind through disciplined investment management, sophisticated financial planning, and exceptional client service.

A founder-led, independent wealth management firm, GDS was co-founded by Glen Smith and Robert Casey. Under their leadership, the firm has earned a reputation for disciplined investment management and client-first decision-making. Glen Smith serves as CEO and CIO and has been recognized as a Forbes Best-in-State Wealth Advisor (2019–2025).²

The organization is built for professionals seeking long-term careers in a structured, fiduciary environment, with clearly defined roles, direct communication, and accountability to results.

Operations are run on the Entrepreneurial Operating System (EOS), emphasizing ownership of outcomes, consistent execution, and high professional standards across all functions.

Great Place To Work - Certified Dec 2023 - Dec 2024 USAGreat Place To Work - Certified Dec 2024 - Dec 2025 USAAmerica's Fastest Growing Private Companies - Inc 5000

 

¹ Assets under management are approximate and as of December 2025. AUM is not indicative of investment performance or client experience.

² Forbes Best-in-State Wealth Advisor recognition is based on criteria established by SHOOK Research and does not evaluate the quality of investment advice or client outcomes. No compensation was paid for inclusion. Past recognition does not guarantee future results.