SourcingSourcing

GADDIS PREMIER WEALTH ADVISORS LLC

C14
CRD 317837·SEC 801-125772·DURANT, OK
AUM
$368.5M
$100M-$500M
Est. Revenue
$3.7M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GADDIS PREMIER WEALTH ADVISORS LLC
CRD
317837
SEC file #
801-125772
EIN
412194510
DBA names
—

Economics

AUM
$368.5M
AUM band
$100M-$500M
AUM trajectory
'23'26
$221.7M → $368.5M▲ +66%
Client mix
Individuals Other1,240
Individuals High Net Worth218
Charitable Organizations2

Operations

Employees (total)
16
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'23'26
6 advisors → 7 advisors▲ +17%
Primary office
DURANT OK
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
linkedin.com/company/gaddis-premier-wealth-advisors(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GADDIS AND GADDIS WEALTH MANAGEMENT, LLC
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
14
Control Persons
GADDIS AND GADDIS WEALTH MANAGEMENT, LLC
EPSILON HOLDINGS II, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002087873
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-11
Edgar Last Filing Date
2026-05-05
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-05
Accession0001765380-26-000168

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1584
Soi Zip Pct 200k Plus
0.0363
Soi Zip Returns 200k Plus
380
Soi Zip Total AGI
651,461
Fdic Zip Total Deposits
32,166,879,000
Fdic Zip Branch Count
292
Fdic Zip Top Banks
First United Bank and Trust Company
First Texoma National Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
8
Bc Firm IAR Count
8
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
202 WEST MAINDURANT, OK 74701
Business
202 WEST MAINDURANT, OK 74701
Edgar EIN
412194510
Edgar Recent Filings
13F-HR2026-05-05 · 0001765380-26-000168
13F-HR2026-02-11 · 0001765380-26-000100
Fdic Zip Branches Raw
The Bank of Southern Oklahoma, National AssociationDurant, OK
The First National Bank in DurantDurant, OK
Fdic Zip HHI
5649.32
Fdic Zip Top Bank Share Pct
74.39
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI42,174
Returns3,210
Stub 2
AGI111,584
Returns3,070
Stub 3
AGI98,699
Returns1,620
Soi Zip Total Business Income
17,553
Soi Zip Total Cap Gains
27,641
Soi Zip Total Dividends
5,140
Soi Zip Total Returns
10,480
Trust Company Affiliate
No

People (9)

9
BYRD, TAMMY, JO
IAR · Executive Officer · 2.5%
3265475
GADDIS, ROGER, DALE
IAR · Executive Officer · 2.5%
1635364
Adams, Teresa, Marie
IAR · Executive Officer · 2.5%
4044152
REED, DAVE, ALLAN
IAR · Executive Officer · 2.5%
4897434
BROOKS, LEAH, ANNE
IAR · Executive Officer · 2.5%
5587158
GADDIS, LEIGH, ANN
IAR · Executive Officer · 2.5%
2024392
HINES, DEREK, JONATHON
IAR · Executive Officer · 2.5%
6454838
KASTING, JONATHAN, GLENN
Executive Officer · 2.5%
7176479
Jordan Wesley Haddox
IAR
7362333