Gaddis Premier Wealth Advisors Llc
- Regulatory AUM
- $369M
- Discretionary
- $369M
- Clients
- 1,460
- Avg AUM / client
- $252K
- Accounts
- 2,155
- Employees
- 16
AUM over time
Annual snapshots from Form ADV filings · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,240 | $182M | 49.3% |
| High net worth individuals | 218 | $187M | 50.6% |
| Charitable organizations | 2 | $300K | 0.08% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Roger Dale Gaddis | Partner | CFP | Jan 2006 (21y) | ≈ 25% – 56.25% via Gaddis And Gaddis Wealth Management, Llc |
| Dave Allan Reed | Owner | Dec 2017 (9y) | ≈ 12.5% – 37.5% via Dartma Investments Llc | |
| Teresa Marie Adams | Owner | Dec 2017 (9y) | ≈ 6.25% – 25% via Dartma Investments Llc | |
| Derek Jonathon Hines | Ceo And Partner | Dec 2021 (5y) | ≈ 12.5% – 37.5% via Gaddis And Gaddis Wealth Management, Llc | |
| Leigh Ann Gaddis | Partner | Dec 2021 (5y) | Less than 5% | |
| Kasting, Jonathan, G | Chief Compliance Officer | Oct 2022 (4y) | Less than 5% | |
| Tammy Jo Byrd | Coo | Feb 2024 (2y) | Less than 5% | |
| Leah Anne Brooks | Registered representative | Oct 2023 (3y) | ||
| Jordan Wesley Haddox | Registered representative | Jan 2025 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Gaddis And Gaddis Wealth Management, Llc | Owner | Apr 2022 | A | 50% – 75% |
| Dartma Investments Llc | Owner | Apr 2022 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Roger Dale Gaddis: 50% – 75% of Gaddis And Gaddis Wealth Management, Llc × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Dave Allan Reed: 50% – 75% of Dartma Investments Llc × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
- Teresa Marie Adams: 25% – 50% of Dartma Investments Llc × 25% – 50% direct ≈ 6.25% – 25% of the firm
- Derek Jonathon Hines: 25% – 50% of Gaddis And Gaddis Wealth Management, Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $367M (99% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗