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GADDIS PREMIER WEALTH ADVISORS LLC

DURANT, OK · CRD 317837 · IAPD ↗ · 580-745-8133

$368.5MRegulatory AUM
7Advisory reps
16Employees
0Clients
0Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
May 2026 — GADDIS PREMIER WEALTH ADVISORS LLC notice-filed in AR, CA, GA, MN, MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — GADDIS PREMIER WEALTH ADVISORS LLC added office(s): 6 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2025 — GADDIS PREMIER WEALTH ADVISORS LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
January 2025 — GADDIS PREMIER WEALTH ADVISORS LLC added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.