|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Gaddis Premier Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 317837 |
| SEC # | 801-125772 |
| CIK # | |
| AUM | $314.0 M (2025-03-24) |
| Employees | 16 (44% Investors, 19% Brokers) |
| Phone | 580-745-8133 |
| Address | 202 W Main Durant, OK 74701 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,151 | 163.6 |
| (b) Individuals (high net worth individuals) | 159 | 148.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,998 | 314.0 |
| By Discretionary | ||
| Discretionary | 1,998 | 314.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,998 | 314.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 314.0 | |
| Total | 1,998 | 314.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Buttonwood Capital Management LLC
✚
|
AZ | 0.3 |
|
Ironbridge Private Wealth LLC
✚
|
TX | 0.3 |
|
Wayfinding Financial LLC
✚
|
WA | 0.3 |
|
Brooks Moore & Associates Inc
✚
|
TN | 0.3 |
|
Garrison Asset Management LLC
✚
|
AR | 0.3 |
|
Genesis Private Wealth LLC
✚
|
VA | 0.3 |
|
Kirkwood Financial Services
✚
|
TX | 0.3 |
|
Vawter Financial Ltd
✚
|
OH | 0.3 |
|
Family Wealth Planning Partners LLC
✚
|
KY | 0.3 |
|
Rede Wealth LLC
✚
|
VA | 0.3 |