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MEADOW CREEK WEALTH ADVISORS, LLC

ATLANTA, GA · CRD 297796 · IAPD ↗ · meadowcreekwealthadvisors.com · 470-359-9270

$728.0MRegulatory AUM
5Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2024 — MEADOW CREEK WEALTH ADVISORS, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — MEADOW CREEK WEALTH ADVISORS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2024 — MEADOW CREEK WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($477.1M -> $569.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.