Multi-Family OfficeRIA · CRD 297796SEC-Registered

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Meadow Creek Wealth Advisors

Meadow Creek Wealth Advisors was established in 2018 and is headquartered in Atlanta, Georgia. The firm is led by a team of four named advisors — Willem-Jan...

Meadow Creek Wealth Advisors logo

Meadow Creek Wealth Advisors

Meadow Creek Wealth Advisors was established in 2018 and is headquartered in Atlanta, Georgia. The firm is led by a team of four named advisors — Willem-Jan O., Kristin H., Kenneth K., and Kacy Watts — who collectively deliver investment advisory services. The practice was built to serve high-net-worth individuals, charitable institutions, and other entities, with an emphasis on financial planning that begins with a collaborative discovery process to surface each client's specific goals and objectives. The firm's strategy centers on personalized portfolio management rather than off-the-shelf products. Meadow Creek constructs plans that span investment management and broader financial advisory services, tailored to each client's circumstances. While the firm's public disclosures do not enumerate specific asset classes or geographic concentrations, its website emphasizes a client-focused approach designed to navigate challenging market conditions with professional expertise. The firm operates as a registered investment advisor, which means it is held to a fiduciary standard when advising clients. Meadow Creek's team is based at a single office at 4200 Northside Parkway in Atlanta. The firm has not publicly disclosed its total assets under management or client count, which is consistent with the profile of a younger, privately held RIA serving a concentrated client base. No adjacent vehicles, such as philanthropic foundations or club memberships, are publicly identified. The firm's current roster of four advisors, as listed on its website, suggests a deliberately lean operating structure. Structurally, Meadow Creek distinguishes itself by its boutique scale and fiduciary RIA model. Without its own proprietary investment products, the firm's revenue depends solely on advisory fees, aligning its incentives with client outcomes. For an allocator or peer family office evaluating service providers, the absence of disclosed AUM or a named CIO means any due-diligence conversation must begin with a direct inquiry into the team's collective experience, typical client profile, and the custody and reporting infrastructure that supports its portfolio management capabilities.

General information

Firm type

Multi Family Office

Year founded

2018

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Atlanta

Corporate office

4200 Northside Pkwy, Bldg 14 Ste 250, Atlanta, GA 30327, United States

Principals

Willem-Jan O.

Advisor

Kristin H.

Advisor

Kenneth K.

Advisor

Kacy Watts

Advisor

Sector focus

Wealth Management

Frequently asked questions

Who runs investment decisions at Meadow Creek Wealth Advisors?

The firm lists four named advisors on its website: Willem-Jan O., Kristin H., Kenneth K., and Kacy Watts. Meadow Creek has not publicly designated a Chief Investment Officer or specified an investment committee structure. An allocator evaluating the firm would need to clarify directly how portfolio construction and investment selection responsibilities are divided among these individuals.

Is Meadow Creek Wealth Advisors structured as a single family office or a multi-family office?

Meadow Creek is a registered investment advisor that serves high-net-worth individuals, charitable institutions, and other entities, which functionally aligns it with a multi-family office model rather than a single-family vehicle. The firm does not manage capital for one exclusive family, instead offering its services to multiple unrelated clients from its Atlanta base.

Does Meadow Creek Wealth Advisors manage proprietary investment products?

No. The firm presents itself as a fee-only advisory practice focused on financial planning and portfolio management, not as a product manufacturer. Its website emphasizes crafting personalized plans rather than selling in-house funds or structured products.

What is Meadow Creek's known posture on co-investments alongside external GPs?

The firm has not publicly described any co-investment activity. Given its focus on portfolio management for individuals and charities, it likely allocates client capital across third-party strategies rather than syndicating direct private deals. This would be a key topic to clarify during an initial meeting.

Does Meadow Creek Wealth Advisors maintain philanthropic structures separate from its advisory business?

There is no public disclosure of a separate philanthropic foundation or donor-advised fund program operated by the firm. However, its stated client base includes charitable institutions, suggesting it advises on investment policy for endowments and foundations as part of its core advisory work.

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