SourcingSourcing

MEADOW CREEK WEALTH ADVISORS, LLC

C14
CRD 297796·SEC 801-113675·ATLANTA, GA
AUM
$728.0M
$500M-$1B
Est. Revenue
$7.3M
@ 1% on AUM
Est. EBITDA
$2.2M
@ 30% margin
Est. Deal Value
$17.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MEADOW CREEK WEALTH ADVISORS, LLC
CRD
297796
SEC file #
801-113675
EIN
831233608
DBA names
—

Economics

AUM
$728.0M
AUM band
$500M-$1B
AUM trajectory
'20'26
$210.5M → $728.0M▲ +246%
Client mix
Individuals High Net Worth80
Individuals Other73

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
3 advisors → 5 advisors▲ +67%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/12/2026
ADV-W filed at
—
Website
meadowcreekwealthadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DEVONSHIRE WEALTH ADVISORS, LLC
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
DEVONSHIRE WEALTH ADVISORS, LLC
MEADOW CREEK ADVISORS LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MEADOWCREEKWEALTHADVISORS.COM
Rdap Domain Creation Date
2018-06-20T15:48:00Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
MarkMonitor Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001801107
Edgar Registered
Yes
Edgar Filing Count
18
Edgar First Filing Date
2020-02-03
Edgar Last Filing Date
2026-04-30
Edgar 13f Count
16
Edgar 13f Latest AUM Estimate
Filing Date2026-04-30
Accession0001062993-26-002237

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Raymond James4
E*trade4
Edgar Addresses
Mailing
4200 NORTHSIDE PARKWAYBUILDING 14, SUITE 250ATLANTA, GA 30327
Business
4200 NORTHSIDE PARKWAYBUILDING 14, SUITE 250ATLANTA, GA 30327
Edgar EIN
831233608
Edgar Recent Filings
13F-HR2026-04-30 · 0001062993-26-002237
13F-HR2026-01-28 · 0001062993-26-000458
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-06-20T15:48:00Z
Rdap Domain Last Changed
2025-07-12T01:21:02Z
Rdap Nameservers
A1-20.akam.netA10-65.akam.netA16-65.akam.netA2-65.akam.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (5)

5
HATTINK, WILLEM-JAU, ODO
IAR · Executive Officer · 2.5%
4820475
KENNETH KAULL BUDD
IAR
1249518
KRISTIN H RIBIC
IAR
5900365
Owen Watts Douglas
IAR
7978619
KATHERINE CARTER HARDIE HOWARD
IAR
6585570