# Gaddis Premier Wealth Advisors

Gaddis Premier Wealth Advisors is a Bank / Wealth / Trust based in Durant, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Durant, United States
- **Region:** North America
- **Address:** Ada, OK, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** gaddispremier.com
- **LinkedIn:** https://www.linkedin.com/company/gaddis-premier-wealth-advisors

## Regulatory record

- **CRD number:** 317837
- **SEC file number:** 801-125772
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0

## About

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.

## 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.

## Related profiles

- [Gadd Wealth Management](https://altss.com/profile/gadd-wealth-management)
- [Gagnon Securities](https://altss.com/profile/gagnon-securities)

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Updated: 2026-08-11T02:43:31.692Z

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