Gaddis Premier Wealth Advisors LLC
Gaddis Premier Wealth Advisors LLC is an SEC-registered mass-market adviser in Durant, OK with $368.5M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Gaddis Premier Wealth Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317837, SEC 801-125772, data through 2026-04-30.
- AUM (assets under management / regulatory AUM)
- $368.5M (2026-04-30)
- Firm type
- Mass-Market Adviser
- Location
- Durant, OK
- Employees
- 16
- Clients
- 1,460
- CRD
- 317837
- Ownership
- HINES, DEREK, JONATHON; GADDIS, ROGER, DALE; GADDIS AND GADDIS WEALTH MANAGEMENT, LLC; REED, DAVE, ALLAN; Adams, Teresa, Marie
How much AUM does Gaddis Premier Wealth Advisors LLC have?
Gaddis Premier Wealth Advisors LLC reported $368.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-30).
Who owns Gaddis Premier Wealth Advisors LLC?
Disclosed owners and executives of Gaddis Premier Wealth Advisors LLC include HINES, DEREK, JONATHON, GADDIS, ROGER, DALE, GADDIS AND GADDIS WEALTH MANAGEMENT, LLC, REED, DAVE, ALLAN, Adams, Teresa, Marie. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.