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 and registered with the SEC in 2022. The firm serves both individual and family clients as well as institutional relationships, and is described as a capital allocator that also selects outside managers on behalf of clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and manager selection. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. 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
1 of 1Jonathan Kasting
Chief Compliance OfficerCRD 7176479
Contacts
3 of 8
Tammy 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 62Active vs passive
$198M in ETFs
69%
$136M
31%
$61.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND (IHDG) | Wisdom Tree | Passive | Foreign Large Growth | $17.3M | 330,551 | 8.75% |
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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