AdvisorCensus / Financial advisors / Georgia / Atlanta / Meadow Creek Wealth Advisors, LLC
Meadow Creek Wealth Advisors, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 12, 2026.
Quick answers
From the filingHow is Meadow Creek Wealth Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Meadow Creek Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Meadow Creek Wealth Advisors, LLC charge?
Its Form ADV Part 2A brochure dated February 12, 2026 states: Flat fee: $2,500 to $10,000 (financial planning work); Hourly rate: $350 to $650 an hour (financial planning work). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Meadow Creek Wealth Advisors, LLC located?
Meadow Creek Wealth Advisors, LLC's principal office is in Atlanta, GA, according to its Form ADV.
Is Meadow Creek Wealth Advisors, LLC registered with the SEC or a state?
Meadow Creek Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297796.
How much does Meadow Creek Wealth Advisors, LLC manage?
Meadow Creek Wealth Advisors, LLC reports $728,026,235 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (50% discretionary).
How have Meadow Creek Wealth Advisors, LLC's assets and staff changed since 2021?
In the Form ADV data for Meadow Creek Wealth Advisors, LLC: Regulatory assets under management: $417,498,689 in the October 2021 data and $728,026,235 in the October 2026 data, up 74%. Total employees: 2 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Meadow Creek Wealth Advisors, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (80); individuals (other than high net worth individuals) (73).
Which custodians does Meadow Creek Wealth Advisors, LLC use?
Meadow Creek Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Meadow Creek Wealth Advisors, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297796
Does Meadow Creek Wealth Advisors, LLC state an account minimum?
Its Form ADV Part 2A brochure dated February 12, 2026 says: "In general, we require a minimum of $1,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
In general, we require a minimum of $1,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.
Flat fee: $2,500 to $10,000 (financial planning work)
The brochure's wording
Financial planning fees will be charged on an agreed-upon fixed fee, ranging from $2,500 to $10,000, or an hourly basis, ranging from $350 to $650 per hour, depending on the nature and complexity of each client's circumstances.
Hourly rate: $350 to $650 an hour (financial planning work)
The brochure's wording
Financial planning fees will be charged on an agreed-upon fixed fee, ranging from $2,500 to $10,000, or an hourly basis, ranging from $350 to $650 per hour, depending on the nature and complexity of each client's circumstances.
As stated in the firm's Form ADV Part 2A brochure dated February 12, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$728,026,235 as of October 2026, filing dated February 12, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (8 years)
- Employees
- Total: 5. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $728,026,235 | 5 | February 12, 2026 |
| October 2025 | $668,464,064 | 5 | June 30, 2025 |
| October 2024 | $569,832,794 | 5 | August 21, 2024 |
| October 2023 | $477,060,970 | 5 | September 11, 2023 |
| October 2022 | $526,613,572 | 5 | March 28, 2022 |
| October 2021 | $417,498,689 | 2 | January 29, 2021 |
Regulatory assets under management: $417,498,689 in the October 2021 data and $728,026,235 in the October 2026 data, up 74%.
Total employees: 2 in October 2021 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Meadow Creek Wealth Advisors, LLC (CRD 297796): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/meadow-creek-wealth-advisors-llc-atlanta-ga-297796