G
CRD: 317837
Gaddis Premier Wealth Advisors LLC
Durant, OK, 74701
5807458133
$368.5M Total AUM
$368.5M Disc. AUM
16.0% 3Y CAGR
16 Employees
1,460 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-31-2022
- Office Locations
- 3
Office Locations
1430 W. Crawford Denison TX
1530 Arlington Street ADA OK
202 W Main Durant OK
About Gaddis Premier Wealth Advisors LLC
Gaddis Premier Wealth Advisors LLC is a Durant-based RIA with 3 offices. The firm has been operating for 4 years. Managing $368.5M in total assets under management, with 7 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Charitable Giving, Financial Planning, Insurance.
Team overview
58 AVG AGE
$52.6M AVG AUM / ADVISOR
$252.4K AVG AUM / CLIENT
3.6 yrs AVG TENURE
16 Employees
7 Advisory Reps
8 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Alpha
Client Personas
Atlas
Investment Themes
Value alpha
Investment Vehicles
Optima beacon
Services
Catalyst Fusion vertex Oak Vector
Owner & Executives
T
Teresa Marie Adams
PARTNER, Wealth Advisor
- CRD
- #4044152
- Ownership
- Less than 5%
(785) 597-3353
fusion.pathway@eaglecapital.com
in linkedin.com/in/momentum-foundation
L
LEAH ANNE BROOKS
Financial Advisor, General Partner, PARTNER
- CRD
- #5587158
- Ownership
- Less than 5%
(960) 211-9341
harbor.harbor@insightcapital.com
in linkedin.com/in/fusion-meridian
A
Alpha capital
Vector harbor atlas
- CRD
- #25347
- Ownership
- 33.1%
(512) 577-9573
oak.north@valuecapital.com
in linkedin.com/in/frontier-matrix
Showing 2 of 8 owners & executives
Unlock allContacts
Jordan Wesley Haddox
Wealth Advisor
- CRD
- #7362333
(663) 957-4671
element.wave@primecapital.com
in linkedin.com/in/prime-momentum
Showing 1 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $368,546,461 | $171,019 |
| Non-Discretionary | $0 | -- |
| Total | $368,546,461 | $171,019 |
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Separately Managed Accounts
Total SMA Asset: $368,546,461
Public Funds:
20.8% Equity - Exchange:
30.3% Cash:
34.3% Other:
14.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,278,609,514 | 20.8% |
| Equity - Exchange | $1,862,589,820 | 30.3% |
| Cash | $2,108,476,265 | 34.3% |
| Other | $897,485,524 | 14.6% |
| Total | $6,147,161,123 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA CAPITAL INSIGHT | MOMENTUM RIDGE | ZLPPED3HA | FKJ | 1.50% | $38,919,923 |
| PEAK SUMMIT OPTIMA | UNISON ELEMENT | 3SZPINFDE | BENM | 9.11% | $33,353,677 |
| OPTIMA VALUE | WAVE TIMBER | VTXL09D3F | MMTVT | 1.13% | $9,476,078 |
| EMBER OPTIMA WAVE | ATLAS FOCUS | 7V10NPRHO | ESL | 6.23% | $75,637,250 |
| QUANTUM EAGLE | RIDGE SUMMIT | EVWPMK9M9 | YSSH | 7.10% | $18,432,197 |
| INSIGHT TIMBER OAK | ELEMENT MATRIX | OM8QZPZ5P | XICK | 4.16% | $106,774,265 |
| VECTOR DELTA LEGACY | WAVE NORTH | U2XYQHTIX | SPBNC | 9.49% | $53,370,663 |
| MERIDIAN GLACIER | ATLAS FUSION | N8591L9T0 | UPOI | 10.32% | $84,231,036 |