Denison, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Gaddis Premier Wealth Advisors LLC
Team
Firm-wide stats for Gaddis Premier Wealth Advisors LLC
About
Gaddis Premier Wealth Advisors provides discretionary wealth management, portfolio management, and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, and businesses. The firm acts as a fiduciary, offers retirement-account advice under ERISA/IRC when applicable, and may engage external managers for portions of client assets.
GPWA structures client portfolios primarily around model-based allocations informed by Modern Portfolio Theory, using low‑cost mutual funds, ETFs, individual stocks, and bonds while occasionally retaining legacy positions for tax or fit reasons. The firm emphasizes ongoing monitoring and client communication, provides financial planning both as part of wealth management and on a standalone basis, and may trade or rebalance holdings to meet client needs or market conditions.
Compared with many peers, GPWA operates from nine offices and presents a multi‑entity ownership structure, which is uncommon for team firms of this size. The ADV also discloses broker‑dealer and insurance affiliations and notes that the firm provides performance information — including hypothetical model results — alongside its model descriptions, with the usual disclosure that past performance is not a guarantee of future results.
Based on Gaddis Premier Wealth Advisors LLC
Expertise
Based on Gaddis Premier Wealth Advisors LLC
Location
1430 W Crawford St
Denison TX 75020
Advisors at this office
2
Advisors at this office
Teresa A
Series 66
Denison, TX
Gaddis Premier Wealth Advisors LLC
Teresa Adams is a financial advisor at Gaddis Premier Wealth Advisors LLC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and Edward Jones. Outside of her advisory role, she is a commissioned notary in Denison, TX. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs model-based portfolio management using low-cost mutual funds, ETFs, individual stocks, and bonds, applying fundamental analysis and Modern Portfolio Theory with a generally long-term investment approach.
Dave R
Series 63, Series 66
Denison, TX
Gaddis Premier Wealth Advisors LLC
Dave Reed is a financial advisor at Gaddis Premier Wealth Advisors LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial, Raymond James Financial Services, and Landmark Bank. Reed serves on the board of the Denison Boys and Girls Club and is involved with Restoration Pictures, a company producing Christian-themed motion pictures. Gaddis Premier Wealth Advisors LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs model-based portfolio management using low-cost funds, individual securities, and fundamental analysis with a generally long-term orientation.
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