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Building 2MEADOW CREEK WEALTH ADVISORS, LLC

Map pinATLANTA, GA
Phone470-359-9270
NotebookSEC #801-113675
Total AUM
$728M
Employees
5
Clients
155

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4200 NORTHSIDE PARKWAY
BLDG 14, STE 250
ATLANTA
GA 30327
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
470-359-9270

ReceiptFinancials

Total AUM
$728M
Accounts
595
Discretionary
$364.6M
Accounts
349
Non-Discretionary
$363.5M
Accounts
246

ContactClients

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Individual Clients
73
AUM
$43.6M
HNW Individual Clients
80
AUM
$638.3M
Charitable Organization Clients
1
AUM
$45.8M
Corporation or Business Clients
1
AUM
$270.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALANCTN

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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