← Back to searchVisit website
GADDIS PREMIER WEALTH ADVISORS LLC
CRD 317837 · SEC 801-125772
202 W MAIN, DURANT, OK, 74701, United States
Phone
580-745-8133
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$368.5M
Discretionary AUM
$368.5M
Team
16 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1240 | $181.6M |
| High net worth individuals | 218 | $186.7M |
| Charitable organizations | 2 | $300K |
States served
AZ, AR, CA, CO, GA, IL, KS, LA, MN, NE, NM, OK, MO, TX, FL
All web addresses on file
- https://www.linkedin.com/company/gaddis-premier-wealth-advisors/
- https://open.spotify.com/show/0MeV37ILOs7iitpXTEvsga?si=0bf251c3b5ea4153&nd=1&dlsi=0221ffb3ab9649ee
- https://www.youtube.com/@F3Podcast-FaithFamilyandFinanc
- https://www.facebook.com/gaddispremier
- https://www.youtube.com/@gaddispremierwealthadvisor3790/videos
- https://www.gaddispremier.com/
- https://podcasts.apple.com/us/podcast/f3-podcast-faith-family-and-finance/id1720234803
Official SEC filing: View on IAPD