GADDIS PREMIER WEALTH ADVISORS LLC

202 W Main
Durant, Oklahoma 74701
Tel: 580-745-8133

About GADDIS PREMIER WEALTH ADVISORS LLC

GADDIS PREMIER WEALTH ADVISORS LLC, formally registered with the SEC as GADDIS PREMIER WEALTH ADVISORS LLC. The firm was established in 05/31/2022. They have over 8 offices throughout the country.

GADDIS PREMIER WEALTH ADVISORS LLC is a Durant, Oklahoma based Financial Planning firm with nearly $278,595,209 assets under management, offering retirement planning & investment advisory services to 1907 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317837
SEC#	801-125772
Assets Managed by Firm	$278,595,209
No. of Clients	1907
No. of Advisors	16

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1907	$278,595,209
Individuals (other than high net worth individuals)	996	$155,258,505
High net worth individuals	93	$122,270,888
Charitable organizations	5	$1,065,816

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CAVANAL HILL INVESTMENT MANAGEMENT, INC. One Williams Center, 15th Floor Tulsa, OK, 74172-0172	$11,569,058,289	2265	50
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CE INVESTMENT MANAGEMENT, LLC 9000 Cameron Parkway, 11th Floor Oklahoma City, OK, 73114	$6,272,435,135	6	17
CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	$5,501,719,930	6518	59
EXENCIAL WEALTH ADVISORS 9108 N. Kelley Avenue Oklahoma City, OK, 73131	$5,015,687,471	10586	101

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