Gaddis Premier Wealth Advisors LLC

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Assets, Funds, Holdings

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Gaddis Premier Wealth Advisors LLC
CRD #317837
SEC #801-125772
CIK #
AUM $226.7 MM (2023-12-20)
Employees 14 (50% Investors, 14% Brokers)
Phone580-745-8133
Address202 W Main
Durant, OK 74701
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
2502001501005002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 799 96.6
(b) Individuals (high net worth individuals) 108 130.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 1 0.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,677 226.7
By Discretionary
Discretionary 1,459 214.3
Non-Discretionary 218 12.4
Total 1,677 226.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 226.7
Total 1,677 226.7
Comparable Firms State AUM ($BB)
Envision Financial LLC
WI 0.2
Wela Strategies Inc
GA 0.2
Massachusetts Wealth Management LLC
MA 0.2
Agate PASS Investment Management LLC
WA 0.2
Spraker West Wealth Management Inc
FL 0.2
Apricus Wealth LLC
SC 0.2
Avalon Advisory Group LLC
PA 0.2
Beacon Wealthcare LLC
NC 0.2
GPM Growth Investors Inc
MI 0.2
Fortress Planning Group LLC
WI 0.2
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