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Bank / Wealth / TrustRIA · CRD 317837SEC-Registered

Updated:

Gaddis Premier Wealth Advisors

Founded in 2021, Gaddis Premier Wealth Advisors operates as a registered investment advisor from Ada, Oklahoma. The firm was established to serve...

Overview

Founded in 2021, Gaddis Premier Wealth Advisors operates as a registered investment advisor from Ada, Oklahoma. The firm was established to serve individuals, high-net-worth families, trusts, estates, and businesses. Its founding reflects a broader trend of new RIA formation outside major financial centers, bringing fiduciary wealth-management services to communities that have historically been served primarily by broker-dealer or bank-affiliated advisors. The firm offers investment advisory services centered on portfolio management. The geographic focus is Oklahoma and the surrounding south-central region. The firm is headquartered in Ada, with no additional offices reported. Team size and assets under management are not publicly disclosed. Its regulatory footprint as a registered investment advisor subjects it to fiduciary standards under the Investment Advisers Act of 1940. Without a public track record of private fund launches or institutional mandates, the firm's trajectory remains that of a young, community-anchored practice. Gaddis Premier's structural position is that of a locally embedded fiduciary in a state where wealth is often tied to family businesses and energy-adjacent industries. Its independence from a bank or broker-dealer parent allows it to make advice and product selection decisions without institutional conflicts, a differentiator from the more common hybrid RIA-broker models in smaller markets.

General information

Firm type

Bank / Wealth / Trust

Year founded

2021

Location

Region

North America

Country

United States

City

Durant

Corporate office

Ada, OK, United States

Frequently asked questions

What is Gaddis Premier's known posture on serving trusts and estates?

Trusts and estates are explicitly listed among the client types Gaddis Premier advises, which points to a practice that includes fiduciary-level asset management for intergenerational wealth transfers. This is a common but notable capability for a smaller RIA, often requiring coordination with local legal and tax professionals to deliver full-service estate-planning support.

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