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Gaddis Premier Wealth Advisors LLC

● SEC registered since 2022CRD 317837SEC# 801-125772Durant, OK
Export (members)
Reg. AUM
$314M
Employees
16
Accounts
1,998
Location
Durant, OK

Gaddis Premier Wealth Advisors LLC assets under management

Gaddis Premier Wealth Advisors LLC is an investment advisory firm registered with the SEC based in Durant, OK. The firm has been registered since 2022. It reports $314 million in regulatory assets under management and employs 16 people.
www.linkedin.com/company/gaddis-premier-wealth-advisorsView on SEC.gov ↗

Gaddis Premier Wealth Advisors LLC owners & executives

20 reported
NameTitleOwnershipSince
Dave Allan Reed ControlCeo And PartnerUnder 5%2022
Derek Jonathon Hines ControlPartnerUnder 5%2021
Epsilon Holdings II, LLC ControlMember10-25%2025
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Frequently asked questions

How much does Gaddis Premier Wealth Advisors LLC manage?

Gaddis Premier Wealth Advisors LLC reports $314 million in regulatory assets under management on its Form ADV.

How many employees does Gaddis Premier Wealth Advisors LLC have?

Gaddis Premier Wealth Advisors LLC reports 16 employees.

Where is Gaddis Premier Wealth Advisors LLC located?

Gaddis Premier Wealth Advisors LLC is based in Durant, OK and has been SEC-registered since 2022.

Does Gaddis Premier Wealth Advisors LLC disclose fund performance?

Gaddis Premier Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address202 W Main, Durant, OK 74701
Phone580-745-8133
Office hours8:00a.m. - 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$314M
Non-discretionary$0
Total (RAUM)$314M