⚲
|
Gaddis Premier Wealth Advisors LLC
✚
| |
---|---|
CRD # | 317837 |
SEC # | 801-125772 |
CIK # | |
AUM | $226.7 MM (2023-12-20) |
Employees | 14 (50% Investors, 14% Brokers) |
Phone | 580-745-8133 |
Address | 202 W Main Durant, OK 74701 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
---|
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 |