Gaddis Premier Wealth Advisors LLC, based out of Durant, OK, is a distinguished local investment advisory firm with a strong presence in the financial services industry. Committed to providing expert guidance and personalized solutions, they boast a team of 14 dedicated professionals, with 7 specifically focused on delivering comprehensive investment advisory services.
Standing out in the industry, Gaddis Premier Wealth Advisors manages an impressive average of approximately $348,090,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure is diverse, including a range of options such as a percentage of assets under management, fixed fees, and performance-based fees, ensuring flexibility and alignment with their clients' needs.
With over 800 individual clients, Gaddis Premier Wealth Advisors has accumulated an impressive $226,717,000 in assets under management. Their expertise in managing employer 401Ks and individual assets is evident, as these sources account for nearly half of their total assets under management. Additionally, an outstanding 95% of the assets they oversee are managed on a discretionary basis, allowing for strategic decision-making and swift execution.
Gaddis Premier Wealth Advisors operates from their headquarters in Durant, OK, and boasts a network of 8 offices, enabling them to serve clients efficiently and effectively. At the heart of their success are their seasoned advisors, including Mark Littlechild, Dave Reed, and Leigh Gaddis, who have established long tenures and solidified the firm's reputation for excellence.
With their commitment to personalized service, extensive experience, and impressive track record, Gaddis Premier Wealth Advisors LLC is a trusted partner for individuals and organizations seeking comprehensive wealth management and investment advisory services.