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 registered investment adviser organized as an LLC that registered with the SEC in 2018. The firm serves individual and family clients and combines financial planning with portfolio management across both individual/small business and institutional/business relationships. Its service mix includes fee models based on a percentage of AUM as well as hourly and fixed fees, and the firm also operates as an insurance broker. Meadow Creek describes itself as a capital allocator and provides selection-of-other-advisers services, indicating they place client capital with external managers in addition to directly managing portfolios.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$60.1M in ETFs
58%
$34.8M
37%
$25.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $18.5M | 24,130 | 30.74% |
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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