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Partner · Gaddis Premier Wealth Advisors LLC

Roger D. Gaddis

CRD 1635364 · Named on Form ADV at one SEC-registered adviser

At a glance

Gaddis Premier Wealth Advisors LLC, an SEC-registered wealth manager based in Durant, OK with $369 million in regulatory assets, lists Roger D. Gaddis on its Form ADV as Partner, a control person.

Firms and roles

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Roger’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Roger on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Roger’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.