Meadow Creek Wealth Advisors, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 297796
- Registered since
- July 25, 2018
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.68%
- Charitable Organizations6.29%
- Individuals5.99%
- Corporations / Businesses0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Meadow Creek Wealth Advisors, LLC is an independent, SEC-registered RIA that began reporting in 2018 and serves individual and family clients. The firm operates as an LLC and combines fee models that include a percentage of assets under management, hourly work and fixed fees. Advisory capabilities cover comprehensive financial planning and portfolio management for individuals, small businesses and institutional/business clients, and the firm acts as a capital allocator that selects third‑party managers. Meadow Creek also operates as an insurance broker. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents10%
- Non-Exchange Traded Equities3%
- State & Local Bonds2%
Contacts
3 of 5
Katherine Howard
Wealth AdvisorCRD 6585570
Willem-jau Hattink
Managing PartnerCRD 4820475
Owen Douglas
AssociateCRD 7978619
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$49.7M in ETFs
63%
$31.5M
32%
$18.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $17.2M | 22,991 | 34.68% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 4200 Northside Pkwy Nw
- Time zone
- ET (UTC-5)
- Office locations
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