Gaddis Premier Wealth Advisors LLC
Firm details
- Headquarters
- Durant, Oklahoma
- CRD number
- 317837
- Registered since
- May 31, 2022
- Website
- www.gaddispremier.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI50.65%
- Individuals49.27%
- Charitable Organizations0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Gaddis Premier Wealth Advisors LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registration year: 2022) and positions itself as a capital allocator for both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee arrangements, and its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Exchange Traded Equities11%
- Cash & Cash Equivalents8%
- Other1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$200M in ETFs
48%
$96M
34%
$104M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| T ROWE PRICE DIVIDEND GROWTH ETF (TDVG) | T. Rowe Price | Active | Large Blend | $14.8M | 307,540 | 7.40% |
Location
Durant, OK
Bryan
Location
Durant, OK
Headquartered in Durant, OK, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Bryan
- Address
- 202 W Main St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Olistico Wealth, LLC
RIATulsa, OK
Transcendent Capital Group
RIAEdmond, OK
Burkholder Wealth Management
RIATulsa, OK
Wealth Oklahoma
RIATulsa, OK
Access Financial Resources Inc.
RIAOklahoma City, OK
FMI
RIAArdmore, OK