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MEADOW CREEK WEALTH ADVISORS, LLC
4200 Northside Parkway
Bldg 14, Ste 250
Atlanta, Georgia 30327
Tel: 470-359-9270
About MEADOW CREEK WEALTH ADVISORS, LLC
MEADOW CREEK WEALTH ADVISORS, LLC, formally registered with the SEC as MEADOW CREEK WEALTH ADVISORS, LLC. The firm was established in 07/25/2018. They have over 1 offices throughout the country.
MEADOW CREEK WEALTH ADVISORS, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $668,464,064 assets under management, offering retirement planning & investment advisory services to 521 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 297796 |
| SEC# | 801-113675 |
| Assets Managed by Firm | $668,464,064 |
| No. of Clients | 521 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 521 | $668,464,064 |
| Individuals (other than high net worth individuals) | 78 | $43,662,953 |
| High net worth individuals | 75 | $581,846,920 |
| Charitable organizations | Fewer than 5 clients | $42,083,870 |
| Corporations or other businesses | Fewer than 5 clients | $870,321 |
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