MEADOW CREEK WEALTH ADVISORS, LLC
Adviser information for MEADOW CREEK WEALTH ADVISORS, LLC last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 293 | $285.7M |
| Non-Discretionary | 243 | $284.1M |
| Total | 536 | $569.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 85 | $48.4M |
| HNW Individuals | 71 | $519.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $1.6M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $716,017 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-113675 |
|---|---|
| SEC ERA File Number | 801-113675 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 297796 |
| Legal Entity Identifier | None |
Principal Office
4200 NORTHSIDE PARKWAYBLDG 14, STE 250
ATLANTA
GA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 470-359-9270, Fax: None
Websites
Chief Compliance Officer
WILLEM HATTINK
MANAGING MEMBER
4200 NORTHSIDE PARKWAY
BLDG 14, STE 250
ATLANTA
GA
United States
Tel:
470-359-9270
W*************@********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HATTINK, WILLEM-JAU, ODO | Individual | – | MANAGING PARTNER/CCO | 06/2018 | < 5% |
| MEADOW CREEK ADVISORS LLC | Domestic Entity | – | MEMBER | 05/2018 | 25-50% |
| HATTINK, WILLEM-JAU, ODO | Individual | MEADOW CREEK ADVISORS LLC | MANAGER | 05/2018 | > 75% |
| PALATINE INVESTMENTS, LLC | Domestic Entity | – | MEMBER | 01/2019 | 25-50% |
| NELSON, PHILLIP, WAYNE | Individual | PALATINE INVESTMENTS, LLC | MANAGER | 08/2018 | > 75% |
| DEVONSHIRE WEALTH ADVISORS, LLC | Domestic Entity | – | MEMBER | 01/2019 | 25-50% |
| BUDD, KENNETH, KAULL | Individual | DEVONSHIRE WEALTH ADVISORS, LLC | MANAGER | 08/2018 | > 75% |
| PINECREST WEALTH MANAGEMENT, LLC | Domestic Entity | – | MEMBER | 01/2019 | 25-50% |
| RIBIC, KRISTIN, H | Individual | PINECREST WEALTH MANAGEMENT, LLC | MANAGER | 08/2018 | > 75% |