Gaddis Premier Wealth Advisors LLC

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.