Gaddis Premier Wealth Advisors LLC
● SEC registered since 2022CRD 317837SEC# 801-125772Durant, OK
Reg. AUM
$368.5M
Employees
16
Accounts
2,155
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 $368.5 million in regulatory assets under management and employs 16 people.
Gaddis Premier Wealth Advisors LLC owners & executives
20 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dave Allan Reed Control | Ceo And Partner | Under 5% | 2022 |
| Derek Jonathon Hines Control | Partner | Under 5% | 2021 |
| Epsilon Holdings II, LLC Control | Member | 10-25% | 2025 |
See all 20 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Gaddis Premier Wealth Advisors LLC manage?
Gaddis Premier Wealth Advisors LLC reports $368.5 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
| Address | 202 W Main, Durant, OK 74701 |
| Phone | 580-745-8133 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$368.5M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$368.5Mregulatory AUM
Discretionary $368.5M