One Way Holdings Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 315934
· SEC file 801-122391
· Flower Mound, TX
· www.gdswealth.com
☆ Save with Pro
ADV data as of Mar 18, 2026
- Regulatory AUM
- $1.8B
- Discretionary
- $1.8B
- Clients
- 1,082
- Avg AUM / client
- $1.7M
- Accounts
- 4,052
- Employees
- 38
AUM over time
$0
$1.8B
Aug 2021
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 768 | $665M | 36.7% |
| High net worth individuals | 310 | $1.1B | 62.9% |
| Charitable organizations | 3 | $6.0M | 0.33% |
| Corporations and other businesses | 1 | $510K | 0.03% |
People (23)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Glen David Smith | President | CFP | Dec 2017 (9y) | 75% or more |
| Robert Lawrence Casey | Managing Partner | Dec 2017 (9y) | 25% – 50% | |
| Erica Lynn Dore | Chief Compliance Officer | Jun 2021 (5y) | Less than 5% | |
| Annie Danette Adkison | Registered representative | Sep 2021 (5y) | ||
| Jordan Daniel Kast | Registered representative | Sep 2021 (5y) | ||
| Victoria Mae Geiger | Registered representative | Sep 2021 (5y) | ||
| Alex Schremmer | Registered representative | Jan 2022 (5y) | ||
| Sebastian Carrillo | Registered representative | Aug 2022 (4y) | ||
| Timothy James Allin | Registered representative | Mar 2023 (3y) | ||
| Ross Edward Mortensen | Registered representative | Sep 2023 (3y) | ||
| Daniel Patrick Lee Amador | Registered representative | CFP | Nov 2023 (3y) | |
| Andrew Thomas Schmuhl | Registered representative | Apr 2024 (2y) | ||
| Julian Grant Di Bona | Registered representative | Jul 2024 (2y) | ||
| Jace Dalton Darrow | Registered representative | CFP | Oct 2024 (2y) | |
| Robert Joseph Zoba | Registered representative | Apr 2025 (1y) | ||
| Ji Hoon Seon | Registered representative | Jul 2025 (1y) | ||
| Max Brogan Tiraboschi | Registered representative | Dec 2025 (1y) | ||
| Samuel Thomas Pokluda | Registered representative | CFP | Dec 2025 (1y) | |
| Max Quincy Adams | Registered representative | Jan 2026 (1y) | ||
| Benjamin Schmuhl | Registered representative | May 2026 (0y) | ||
| James Michael Culberson | Registered representative | Jun 2026 (0y) | ||
| Jason Scott Freeby | Registered representative | Chartered Financial Consultant | Jun 2026 (0y) | |
| Michael Lee Demings | Registered representative | Jul 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Raymond James $1.8B (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗