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Julian Grant Dibona

Investment adviser representative at Gds Wealth Management
10 yearsExperience
1 stateRegistered in
$1.8BFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Gds Wealth ManagementJun 2024 to now
  2. RubinbrownJun 2023 to Jul 2023
  3. TargetNov 2021 to Aug 2022
  4. Southern Methodist UniversityAug 2020 to May 2024
  5. Lone Star High SchoolAug 2016 to May 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (TX).

Gds Wealth Management

Legal name: One Way Holdings LLC

$1.8BAssets managed
1,082Clients
23Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7954379
Firm CRD
315934
Advisor's SEC record (opens in a new tab)
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