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, SEC‑registered registered investment adviser organized as an LLC and first registered in 2022. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Its client base includes individual and family clients as well as institutional relationships. Fee arrangements include a percentage of assets under management, hourly charges and fixed fees. The firm reports an affiliation with an insurance company and 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
1 of 1Jonathan Kasting
Chief Compliance OfficerCRD 7176479
Contacts
3 of 8TAMMY BYRD
Client Service AssociateCRD 3265475
LEAH BROOKS
Partner, Senior Wealth AdvisorCRD 5587158
Teresa Adams
Partner and Senior Wealth AdvisorCRD 4044152
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$160M in ETFs
68%
$109M
32%
$51M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND (IHDG) | Wisdom Tree | Passive | Foreign Large Growth | $15M | 310,807 | 9.35% |
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
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