GADDIS PREMIER WEALTH ADVISORS LLC

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UUID3291b73e-a202-5790-9a21-19979594f7c5

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:55

Updated2025-10-23 02:24:37

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	317837	317837	—	1.0
sec_file_number	801-125772	801-125772	—	—

Profile

Websitehttps://www.facebook.com/gaddispremier

HQ CityDURANT

HQ StateOK

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)314,015,320.0
RAUM (discretionary)314,015,320.0
Actionable assets150,408,345.0
Accounts1,998.0

Institutional Clients

Government AUM0.0
Pension AUM0.0
Charitable AUM1,487,460.0
HNW AUM148,920,885.0

As of 2025-03-24 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
Adams, Teresa, Marie	MEMBER	OFFICER	—	{"filing_id": "2013639", "owner_id": "4044152", "source": "adv_part1", "table": "Schedule_A_B"}
BROOKS, LEAH, ANNE	PARTNER	OFFICER	—	{"filing_id": "2013639", "owner_id": "5587158", "source": "adv_part1", "table": "Schedule_A_B"}
BYRD, TAMMY, JO	MEMBER	OFFICER	—	{"filing_id": "2013639", "owner_id": "3265475", "source": "adv_part1", "table": "Schedule_A_B"}
EPSILON HOLDINGS II, LLC	MEMBER	OFFICER	—	{"filing_id": "2013639", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
GADDIS AND GADDIS WEALTH MANAGEMENT, LLC	MEMBER	OFFICER	—	{"filing_id": "2013639", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
GADDIS, LEIGH, ANN	PARTNER	OFFICER	—	{"filing_id": "2013639", "owner_id": "2024392", "source": "adv_part1", "table": "Schedule_A_B"}
GADDIS, ROGER, DALE	MEMBER	OFFICER	—	{"filing_id": "2013639", "owner_id": "1635364", "source": "adv_part1", "table": "Schedule_A_B"}
HINES FAMILY HOLDINGS, LLC	MEMBER	OFFICER	—	{"filing_id": "2013639", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
HINES, DEREK, JONATHON	MEMBER	OFFICER	—	{"filing_id": "2013639", "owner_id": "6454838", "source": "adv_part1", "table": "Schedule_A_B"}
PATCHWORK HOLDINGS, LLC	MEMBER	OFFICER	—	{"filing_id": "2013639", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
REED, DAVE, ALLAN	MEMBER	OFFICER	—	{"filing_id": "2013639", "owner_id": "4897434", "source": "adv_part1", "table": "Schedule_A_B"}
TJBYRD INVESTMENTS, LLC	MEMBER	OFFICER	—	{"filing_id": "2013639", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
TMA FINANCIAL HOLDINGS, LLC	MEMBER	OFFICER	—	{"filing_id": "2013639", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
Kasting, Jonathan, G	CHIEF COMPLIANCE OFFICER	EMPLOYEE	—	{"filing_id": "2013639", "owner_id": "7176479", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:37 • csv
```
{
  "date_submitted": "09/02/2025 12:01:58 PM",
  "filing_id": "2013639",
  "reg_type": "IA"
}
```