GADDIS PREMIER WEALTH ADVISORS LLC
CRD #317837 SEC #801-125772 DURANT, OK 580-745-8133
SEC Registered
Total AUM
$314M
Discretionary
$314M
Employees
16
Clients
0
Accounts
1,998
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 15, 2025
- Branch Offices
- 8
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Adams, Teresa, Marie | I | PARTNER | NA | Control |
| Adams, Teresa, Marie | I | PARTNER | NA | Control |
| Adams, Teresa, Marie | I | PARTNER | NA | Control |
| Adams, Teresa, Marie | I | PARTNER | NA | Control |
| Adams, Teresa, Marie | I | PARTNER | NA | Control |
| Adams, Teresa, Marie | I | PARTNER | NA | Control |
| Adams, Teresa, Marie | I | PARTNER | NA | Control |
| Adams, Teresa, Marie | I | PARTNER | NA | Control |
| Adams, Teresa, Marie | I | PARTNER | NA | Control |
| Adams, Teresa, Marie | I | PARTNER | NA | Control |
| Adams, Teresa, Marie | I | PARTNER | NA | Control |
| Adams, Teresa, Marie | I | PARTNER | NA | Control |
| Adams, Teresa, Marie | I | PARTNER | NA | Control |
| BROOKS, LEAH, ANNE | I | PARTNER | NA | Control |
| BROOKS, LEAH, ANNE | I | PARTNER | NA | Control |
| BROOKS, LEAH, ANNE | I | PARTNER | NA | Control |
| BYRD, TAMMY, JO | I | COO | NA | Control |
| BYRD, TAMMY, JO | I | COO | NA | Control |
| BYRD, TAMMY, JO | I | PARTNER | NA | Control |
| BYRD, TAMMY, JO | I | PARTNER | NA | Control |
| BYRD, TAMMY, JO | I | PARTNER | NA | Control |
| GADDIS, LEIGH, ANN | I | PARTNER | NA | Control |
| GADDIS, LEIGH, ANN | I | PARTNER | NA | Control |
| GADDIS, LEIGH, ANN | I | PARTNER | NA | Control |
| GADDIS, LEIGH, ANN | I | PARTNER | NA | Control |
| GADDIS, LEIGH, ANN | I | PARTNER | NA | Control |
| GADDIS, LEIGH, ANN | I | PARTNER | NA | Control |
| GADDIS, LEIGH, ANN | I | PARTNER | NA | Control |
| GADDIS, LEIGH, ANN | I | PARTNER | NA | Control |
| GADDIS, LEIGH, ANN | I | PARTNER | NA | Control |
| GADDIS, LEIGH, ANN | I | PARTNER | NA | Control |
| GADDIS, LEIGH, ANN | I | PARTNER | NA | Control |
| GADDIS, LEIGH, ANN | I | PARTNER | NA | Control |
| GADDIS, LEIGH, ANN | I | PARTNER | NA | Control |
| GADDIS, ROGER, DALE | I | PARTNER | NA | Control |
| GADDIS, ROGER, DALE | I | PARTNER | NA | Control |
| GADDIS, ROGER, DALE | I | PARTNER | NA | Control |
| GADDIS, ROGER, DALE | I | PARTNER | NA | Control |
| GADDIS, ROGER, DALE | I | PARTNER | NA | Control |
| GADDIS, ROGER, DALE | I | PARTNER | NA | Control |
| GADDIS, ROGER, DALE | I | PARTNER | NA | Control |
| GADDIS, ROGER, DALE | I | PARTNER | NA | Control |
| GADDIS, ROGER, DALE | I | PARTNER | NA | Control |
| GADDIS, ROGER, DALE | I | PARTNER | NA | Control |
| GADDIS, ROGER, DALE | I | PARTNER | NA | Control |
| GADDIS, ROGER, DALE | I | PARTNER | NA | Control |
| GADDIS, ROGER, DALE | I | PARTNER | NA | Control |
| HINES, DEREK, JONATHON | I | PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| HINES, DEREK, JONATHON | I | PARTNER | NA | Control |
| HINES, DEREK, JONATHON | I | COO AND PARTNER | NA | Control |
| HINES, DEREK, JONATHON | I | PARTNER | NA | Control |
| HINES, DEREK, JONATHON | I | COO AND PARTNER | NA | Control |
| HINES, DEREK, JONATHON | I | CEO AND PARTNER | NA | Control |
| HINES, DEREK, JONATHON | I | CEO AND PARTNER | NA | Control |
| HINES, DEREK, JONATHON | I | CEO AND PARTNER | NA | Control |
| HINES, DEREK, JONATHON | I | CEO AND PARTNER | NA | Control |
| HINES, DEREK, JONATHON | I | CEO AND PARTNER | NA | Control |
| HINES, DEREK, JONATHON | I | PARTNER | NA | Control |
| HINES, DEREK, JONATHON | I | PARTNER | NA | Control |
| HINES, DEREK, JONATHON | I | PARTNER | NA | Control |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| REED, DAVE, ALLAN | I | CEO AND PARTNER | NA | Control |
| REED, DAVE, ALLAN | I | CEO AND PARTNER | NA | Control |
| REED, DAVE, ALLAN | I | CEO AND PARTNER | NA | Control |
| REED, DAVE, ALLAN | I | CEO AND PARTNER | NA | Control |
| REED, DAVE, ALLAN | I | CEO AND PARTNER | NA | Control |
| REED, DAVE, ALLAN | I | PARTNER | NA | Control |
| REED, DAVE, ALLAN | I | PARTNER | NA | Control |
| REED, DAVE, ALLAN | I | PARTNER | NA | Control |
| REED, DAVE, ALLAN | I | PARTNER | NA | Control |
| REED, DAVE, ALLAN | I | PARTNER | NA | Control |
| REED, DAVE, ALLAN | I | CEO AND PARTNER | NA | Control |
| REED, DAVE, ALLAN | I | CEO AND PARTNER | NA | Control |
| REED, DAVE, ALLAN | I | CEO AND PARTNER | NA | Control |
| TJBYRD INVESTMENTS, LLC | DE | MEMBER | NA | Control |
| TJBYRD INVESTMENTS, LLC | DE | MEMBER | NA | Control |
| TJBYRD INVESTMENTS, LLC | DE | MEMBER | NA | Control |
| GADDIS AND GADDIS WEALTH MANAGEMENT, LLC | DE | OWNER | D | Control |
| GADDIS AND GADDIS WEALTH MANAGEMENT, LLC | DE | OWNER | D | Control |
| GADDIS AND GADDIS WEALTH MANAGEMENT, LLC | DE | OWNER | D | Control |
| GADDIS AND GADDIS WEALTH MANAGEMENT, LLC | DE | OWNER | D | Control |
| GADDIS AND GADDIS WEALTH MANAGEMENT, LLC | DE | OWNER | D | Control |
| GADDIS AND GADDIS WEALTH MANAGEMENT, LLC | DE | OWNER | D | Control |
| GADDIS AND GADDIS WEALTH MANAGEMENT, LLC | DE | OWNER | D | Control |
| GADDIS AND GADDIS WEALTH MANAGEMENT, LLC | DE | OWNER | D | Control |
| GADDIS AND GADDIS WEALTH MANAGEMENT, LLC | DE | OWNER | D | Control |
| GADDIS AND GADDIS WEALTH MANAGEMENT, LLC | DE | OWNER | D | Control |
| GADDIS, ROGER, DALE | I | CO-FOUNDER AND PARTNER | D | Control |
| DARTMA INVESTMENTS LLC | DE | OWNER | C | Control |
| DARTMA INVESTMENTS LLC | DE | OWNER | C | Control |
| DARTMA INVESTMENTS LLC | DE | OWNER | C | Control |
| DARTMA INVESTMENTS LLC | DE | OWNER | C | Control |
| DARTMA INVESTMENTS LLC | DE | OWNER | C | Control |
| DARTMA INVESTMENTS LLC | DE | OWNER | C | Control |
| DARTMA INVESTMENTS LLC | DE | OWNER | C | Control |
| DARTMA INVESTMENTS LLC | DE | OWNER | C | Control |
| DARTMA INVESTMENTS LLC | DE | OWNER | C | Control |
| DARTMA INVESTMENTS LLC | DE | OWNER | C | Control |
| GADDIS AND GADDIS WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| GADDIS AND GADDIS WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| GADDIS AND GADDIS WEALTH MANAGEMENT, LLC | DE | MEMBER | C | Control |
| HINES, DEREK, JONATHON | I | PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| EPSILON HOLDINGS II, LLC | DE | MEMBER | B | Control |
| EPSILON HOLDINGS II, LLC | DE | MEMBER | B | Control |
| EPSILON HOLDINGS II, LLC | DE | MEMBER | B | Control |
| HINES FAMILY HOLDINGS, LLC | DE | MEMBER | B | Control |
| HINES FAMILY HOLDINGS, LLC | DE | MEMBER | B | Control |
| HINES FAMILY HOLDINGS, LLC | DE | MEMBER | B | Control |
| TMA FINANCIAL HOLDINGS, LLC | DE | MEMBER | B | Control |
| TMA FINANCIAL HOLDINGS, LLC | DE | MEMBER | B | Control |
| TMA FINANCIAL HOLDINGS, LLC | DE | MEMBER | B | Control |
| GADDIS, LEIGH, ANN | I | CO-FOUNDER AND PARTNER | A | Control |
| PATCHWORK HOLDINGS, LLC | DE | MEMBER | A | Control |
| PATCHWORK HOLDINGS, LLC | DE | MEMBER | A | Control |
| PATCHWORK HOLDINGS, LLC | DE | MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GADDIS, ROGER, DALE | I | GADDIS AND GADDIS WEALTH MANAGEMENT, LLC | D | Control |
| GADDIS, ROGER, DALE | I | GADDIS AND GADDIS WEALTH MANAGEMENT, LLC | D | Control |
| GADDIS, ROGER, DALE | I | GADDIS AND GADDIS WEALTH MANAGEMENT, LLC | D | Control |
| GADDIS, ROGER, DALE | I | GADDIS AND GADDIS WEALTH MANAGEMENT, LLC | D | Control |
| GADDIS, ROGER, DALE | I | GADDIS AND GADDIS WEALTH MANAGEMENT, LLC | D | Control |
| GADDIS, ROGER, DALE | I | GADDIS AND GADDIS WEALTH MANAGEMENT, LLC | D | Control |
| GADDIS, ROGER, DALE | I | GADDIS AND GADDIS WEALTH MANAGEMENT, LLC | D | Control |
| GADDIS, ROGER, DALE | I | GADDIS AND GADDIS WEALTH MANAGEMENT, LLC | D | Control |
| GADDIS, ROGER, DALE | I | GADDIS AND GADDIS WEALTH MANAGEMENT, LLC | D | Control |
| GADDIS, ROGER, DALE | I | GADDIS AND GADDIS WEALTH MANAGEMENT, LLC | D | Control |
| REED, DAVE, ALLAN | I | DARTMA INVESTMENTS LLC | D | Control |
| REED, DAVE, ALLAN | I | DARTMA INVESTMENTS LLC | D | Control |
| REED, DAVE, ALLAN | I | DARTMA INVESTMENTS LLC | D | Control |
| REED, DAVE, ALLAN | I | DARTMA INVESTMENTS LLC | D | Control |
| REED, DAVE, ALLAN | I | DARTMA INVESTMENTS LLC | D | Control |
| REED, DAVE, ALLAN | I | DARTMA INVESTMENTS LLC | D | Control |
| REED, DAVE, ALLAN | I | DARTMA INVESTMENTS LLC | D | Control |
| REED, DAVE, ALLAN | I | DARTMA INVESTMENTS LLC | D | Control |
| REED, DAVE, ALLAN | I | DARTMA INVESTMENTS LLC | D | Control |
| REED, DAVE, ALLAN | I | DARTMA INVESTMENTS LLC | D | Control |
| Adams, Teresa, Marie | I | DARTMA INVESTMENTS LLC | C | Control |
| Adams, Teresa, Marie | I | DARTMA INVESTMENTS LLC | C | Control |
| Adams, Teresa, Marie | I | DARTMA INVESTMENTS LLC | C | Control |
| Adams, Teresa, Marie | I | DARTMA INVESTMENTS LLC | C | Control |
| Adams, Teresa, Marie | I | DARTMA INVESTMENTS LLC | C | Control |
| Adams, Teresa, Marie | I | DARTMA INVESTMENTS LLC | C | Control |
| Adams, Teresa, Marie | I | DARTMA INVESTMENTS LLC | C | Control |
| Adams, Teresa, Marie | I | DARTMA INVESTMENTS LLC | C | Control |
| Adams, Teresa, Marie | I | DARTMA INVESTMENTS LLC | C | Control |
| Adams, Teresa, Marie | I | DARTMA INVESTMENTS LLC | C | Control |
| HINES, DEREK, JONATHON | I | GADDIS AND GADDIS WEALTH MANAGEMENT, LLC | C | Control |
| HINES, DEREK, JONATHON | I | GADDIS AND GADDIS WEALTH MANAGEMENT, LLC | C | Control |
| HINES, DEREK, JONATHON | I | GADDIS AND GADDIS WEALTH MANAGEMENT, LLC | C | Control |
| HINES, DEREK, JONATHON | I | GADDIS AND GADDIS WEALTH MANAGEMENT, LLC | C | Control |
| HINES, DEREK, JONATHON | I | GADDIS AND GADDIS WEALTH MANAGEMENT, LLC | C | Control |
| HINES, DEREK, JONATHON | I | GADDIS AND GADDIS WEALTH MANAGEMENT, LLC | C | Control |
| HINES, DEREK, JONATHON | I | GADDIS AND GADDIS WEALTH MANAGEMENT, LLC | C | Control |
| HINES, DEREK, JONATHON | I | GADDIS AND GADDIS WEALTH MANAGEMENT, LLC | C | Control |
| HINES, DEREK, JONATHON | I | GADDIS AND GADDIS WEALTH MANAGEMENT, LLC | C | Control |
| HINES, DEREK, JONATHON | I | GADDIS AND GADDIS WEALTH MANAGEMENT, LLC | C | Control |
Registrations
Federal
IA
Dec 15, 2025 REGISTERED
Notice Filings (12)
AR AZ CA CO FL IL KS LA NE NM OK TX
Address
202 W MAINDURANT, OK 74701
United States
Phone: 580-745-8133