Meadow Creek Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Meadow Creek Wealth Advisors serves high‑net‑worth individuals, estates, trusts, foundations and charitable institutions with advisory services that include portfolio management, limited financial planning, retirement plan consulting and project‑based consulting. The firm offers both discretionary and non‑discretionary portfolio management, supplemental financial planning work, and periodic reports to clients as part of its managed account program.
The firm’s process begins with a Financial Review and an Investment Plan that set portfolio allocation and risk/return expectations, and investment decisions are made by an investment committee that monitors managers and implements strategies across client accounts. Meadow Creek uses third‑party Separate Account Managers when appropriate and maintains both discretionary and non‑discretionary relationships — as of year‑end reporting the firm managed roughly $364.6 million on a discretionary basis and $363.5 million on a non‑discretionary basis, meaning a larger‑than‑typical share of assets require client approval before trades are executed.
Distinctive features disclosed in the brochure include registered insurance activity and a formal process for managing client annuities (including 1035 exchanges onto a DPL platform) with associated commission relationships disclosed to clients, and arrangements to recommend third‑party managers whose practices and fees may differ from Meadow Creek’s. The firm also notes operational practices that can involve margin/borrowing and manager‑specific strategies and billing (with manager disclosures provided in those managers’ ADV brochures), so prospective clients should review manager supplements and custodian statements to understand any use of leverage or derivative strategies.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees ranging from $2,500 to $10,000.
$0 - $999,999: 2.00% $1,000,000 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.80% $5,000,000 - $9,999,999: 0.70% $10,000,000 - $19,999,999: 0.50% $20,000,000+: 0.40%
Financial planning and general consulting hourly rates from $350 to $650 per hour.
Account minimum: $1,000,000 Fee-only: Financial planning fixed fees ranging from $2,500 to $10,000; hourly fees ranging from $350 to $650 per hour.
Main office
4200 Northside Parkway, Bldg 14, Ste 250
Atlanta GA 30327
Advisors at this office
5
Most active in
Alabama · Florida · Georgia · Louisiana · North Carolina · Tennessee
Also doing business as
Meadow Creek Wealth Advisors LLC · Meadow Creek Wealth Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Willem Jau H
Series 66
Atlanta, GA
Meadow Creek Wealth Advisors, LLC
Willem Jau Hattink is a financial advisor at Meadow Creek Wealth Advisors, LLC in Atlanta, GA, with 21 years of industry experience. He holds a Series 66 designation and has worked at Meadow Creek since 2018, following roles at SunTrust Advisory Services and SunTrust Bank. Outside of advising, he is a part-owner and manager of a healthcare business, Hemo LLC. Meadow Creek Wealth Advisors serves high-net-worth individuals, trusts, estates, foundations, and retirement plans, managing over $668 million for about 153 clients. The firm offers portfolio management, limited financial planning, retirement plan consulting, annuity management, and project-based consulting, with a notable approach that includes both discretionary and non-discretionary asset management and the use of derivatives and margin within separately managed accounts.
Kristin R
CFA®, Series 63
Atlanta, GA
Meadow Creek Wealth Advisors, LLC
Kristin Ribic is a CFA® charterholder and Series 63 licensee with seven years of industry experience. She has worked at Meadow Creek Wealth Advisors since 2018 and previously was with Wells Fargo Private Bank from 2013 to 2018. Meadow Creek Wealth Advisors serves high-net-worth individuals, trusts, estates, foundations, and retirement plans, managing over $668 million for approximately 153 clients. The firm offers portfolio management, limited financial planning, retirement plan consulting, and annuity management, implementing portfolios on both discretionary and non-discretionary bases with a five-advisor team.
Katherine H
Series 66
Atlanta, GA
Meadow Creek Wealth Advisors, LLC
Katherine Howard is a financial advisor with Meadow Creek Wealth Advisors, LLC, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Balentine and Truist Investment Services. Meadow Creek Wealth Advisors serves high-net-worth individuals, estates, trusts, foundations, and charitable institutions, offering portfolio management, financial planning, retirement plan consulting, and project-based consulting. The firm employs both discretionary and non-discretionary portfolio management, utilizing a process led by an investment committee that monitors managers and implements strategies across client accounts.
Kenneth B
Series 63, Series 65
Atlanta, GA
Meadow Creek Wealth Advisors, LLC
Kenneth Budd is a financial advisor at Meadow Creek Wealth Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 41 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. He has an ownership interest in McShan Timberlands, LLC, a timberland investment, which he occasionally receives distributions from. Meadow Creek Wealth Advisors serves high-net-worth individuals, trusts, estates, foundations, and retirement plans, managing over $668 million with a five-advisor team. The firm offers portfolio management, financial planning, retirement plan consulting, annuity management, and project-based consulting, using both discretionary and non-discretionary portfolio implementation.
Owen D
Series 65
Atlanta, GA
Meadow Creek Wealth Advisors, LLC
Owen Douglas is a financial advisor at Meadow Creek Wealth Advisors, LLC in Atlanta, GA, holding a Series 65 credential and with two years of industry experience. He has been with Meadow Creek since 2019, with prior experience at Sun Trust Bank from 2016 to 2019. Meadow Creek Wealth Advisors serves high-net-worth individuals, estates, trusts, foundations, and charitable institutions, providing portfolio management, limited financial planning, and retirement plan consulting. The firm employs a structured investment process involving an investment committee and utilizes both discretionary and non-discretionary relationships, managing assets through third-party Separate Account Managers when appropriate.
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