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 and SEC-registered since 2018. The firm serves individual and family clients and operates as a capital allocator, combining financial planning and portfolio management with insurance brokerage services. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. Compensation mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. Meadow Creek does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.
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%
Contacts
3 of 5KATHERINE 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 23Active vs passive
$39.4M in ETFs
62%
$24.6M
33%
$14.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $14.9M | 22,842 | 37.87% |
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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