CRD: 297796
Meadow Creek Wealth Advisors, LLC
$728.0M Total AUM
$364.6M Disc. AUM
-- 3Y CAGR
5 Employees
153 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- North
- Established Date
- 07-25-2018
- Office Locations
- 1
Office Locations
4200 Northside Parkway Bldg 14, STE 250 Atlanta GA
About Meadow Creek Wealth Advisors, LLC
Meadow Creek Wealth Advisors is an Atlanta-based wealth management firm providing comprehensive planning and portfolio management for business owners/entrepreneurs, corporate executives, families, family offices, and women investors. The team emphasizes capital preservation and risk management, blending traditional strategies with select alternative investments, delivered on the Raymond James platform.
Team overview
-- AVG AGE
$145.6M AVG AUM / ADVISOR
$4.8M AVG AUM / CLIENT
5.3 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Catalyst Matrix radial
Client Personas
Timber glacier Wave alpha
Custodian
Fusion Signal element Optima
Investment Themes
Radial element Element Frontier zenith
Investment Vehicles
Atlas glacier
Services
Prime Wave wave Oak Atlas Legacy Eagle Legacy Element ridge
Technology
North matrix
Owner & Executives
WILLEM-JAU ODO HATTINK
Chief Compliance Officer, Managing Partner
- CRD
- #4820475
- Ownership
- Less than 5%
(675) 339-9354
fusion.delta@eaglecapital.com
in linkedin.com/in/legacy-ember
Showing 1 of 1 owners & executives
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KENNETH KAULL BUDD
Partner
- CRD
- #1249518
(597) 683-8394
insight.ridge@valuecapital.com
in linkedin.com/in/radial-vector
O
Owen Watts Douglas
--
- CRD
- #7978619
(759) 846-1133
glacier.element@unisoncapital.com
in linkedin.com/in/bridge-north
V
Vital vital
Optima pathway
- CRD
- #49831
(237) 397-5626
catalyst.radial@vectorcapital.com
in linkedin.com/in/wave-momentum
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $364,572,595 | $1,044,621 |
| Non-Discretionary | $363,453,640 | $1,477,454 |
| Total | $728,026,235 | $1,223,574 |
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Separately Managed Accounts
Total SMA Asset: $728,026,235
Equity - Exchange:
9.1% Public Funds:
13.6% Cash:
17.5% Equity - OTC:
12.4% Corporate - Investment Grade:
18.4% Municipal Bonds:
9.8% Other:
5.7% Other:
13.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $518,323,341 | 9.1% |
| Public Funds | $774,637,081 | 13.6% |
| Cash | $996,775,656 | 17.5% |
| Equity - OTC | $706,286,750 | 12.4% |
| Corporate - Investment Grade | $1,048,038,404 | 18.4% |
| Municipal Bonds | $558,194,367 | 9.8% |
| Other | $324,664,071 | 5.7% |
| Other | $768,941,220 | 13.5% |
| Total | $5,695,860,890 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE PEAK | EMBER CATALYST | DVUTGJM87 | ZOJZ | 8.35% | $2,176,316 |
| GLACIER ATLAS FUSION | LEGACY GLACIER | PGIIGDROS | ZJHHL | 0.73% | $100,332,486 |
| CATALYST ELEMENT | EAGLE MOMENTUM | LU2GV1T10 | HUXST | 12.56% | $110,615,231 |
| DELTA CREST PRIME | RIDGE SUMMIT | W8V603706 | NBQS | 1.49% | $50,405,088 |
| ELEMENT OPTIMA ZENITH | SIGNAL VECTOR | OBSNX0YSW | SMJJ | 5.02% | $80,852,355 |
| PATHWAY BRIDGE | SIGNAL EMBER | OC8I7UG4H | GWKT | 3.95% | $47,102,894 |
| PATHWAY MATRIX DELTA | FOUNDATION MATRIX | QVMGHPFAQ | VIXH | 11.43% | $80,950,869 |
| RADIAL PRIME ATLAS | ELEMENT ZENITH | 6REYY0QFJ | SGYC | 10.93% | $1,995,293 |