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| Gaddis Premier Wealth Advisors LLC
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| |
|---|---|
| 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 |