Meadow Creek Wealth Advisors, LLC
SEC RegisteredSophisticated wealth management to serve your individual needs
About the firm
Meadow Creek Wealth Advisors offers sophisticated wealth management with a client-focused approach, combining deep professional expertise, a personal relationship, and a comprehensive plan designed to meet each client's specific needs. The firm helps clients manage the complexities of their wealth through carefully constructed portfolios and a strategic combination of traditional investment solutions and more sophisticated investment alternatives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized wealth management, investment portfolio construction, capital preservation, risk management, traditional investment solutions, and sophisticated investment alternatives.
Who they serve
Business owners and entrepreneurs, corporate executives, families and individuals, family offices, and women investors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 73 | $44M |
| High Net Worth Individuals | 80 | $638M |
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $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% |
Data as of February 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Meadow Creek Wealth Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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