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| Gaddis Premier Wealth Advisors LLC
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|---|---|
| CRD # | 317837 |
| SEC # | 801-125772 |
| CIK # | 0002087873 |
| AUM | 368.5 M (2026-04-30) |
| Employees | 16 (44% Investors, 19% Brokers) |
| Phone | 580-745-8133 |
| Address | 202 W Main Durant, OK 74701 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 2.7 | ||
| Apple Inc | 1.9 | ||
| OGE Energy Corp | 1.5 | ||
| Microsoft Corp | 1.3 | ||
| Chevron Corp | 1.2 | ||
| Thermo Fisher Scientific Inc | 1.1 | ||
| Amazon Com Inc | 1.0 | ||
| K12 Inc | 0.9 | ||
| Carpenter Technology Corp | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,240 | 181.6 |
| (b) Individuals (high net worth individuals) | 218 | 186.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,155 | 368.5 |
| By Discretionary | ||
| Discretionary | 2,155 | 368.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,155 | 368.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 368.5 | |
| Total | 2,155 | 368.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002087873] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Valued Wealth Advisors LLC
✚
|
UT | 369.7 M |
|
MZ KARK & Associates Inc
✚
|
CO | 369.6 M |
|
Boothe Investment Group Inc
✚
|
DE | 369.3 M |
|
Stonebridge Wealth Systems LLC
✚
|
NE | 369.1 M |
|
Integrity Wealth Solutions LLC
✚
|
CO | 369.0 M |
|
Tagstone Capital Inc
✚
|
NC | 368.9 M |
|
Peregrine Investment Advisors LLC
✚
|
MS | 368.4 M |
|
Highland Investment Advisors LLC
✚
|
FL | 368.3 M |
|
Blossom Wealth Management LLC
✚
|
368.2 M | |
|
Schorn Wealth LLC
✚
|
FL | 367.8 M |