DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Meadow Creek Wealth Advisors, LLC
Latest filing Feb 12, 2026
First filing on the tape Jun 25, 2018 · 26 filings
SEC status approved since Jul 25, 2018
RAUM
$728M
reported, Item 5.F
Discretionary
50%
of RAUM
Private clients
94%
$682M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$146M
derived; firm RAUM over IAPD count
Employees
5
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$728M as of Feb 12, 2026
Feb 27, 2019$211M then
HNW client RAUM$638M as of Feb 12, 2026
Feb 27, 2019$200M then
State-registered IARs (5.B.3)5 as of Feb 12, 2026
Feb 27, 20194 then
Employees (5.A)5 as of Feb 12, 2026
Feb 27, 20194 then
Private funds: no history
RAUM +8.9% over the last fiscal year+15% a year over threeIARs 5 to 5
Practice profile
derived from the filing of Feb 12, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $146MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 31derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $8.0MderivedHNW RAUM over HNW clients
- Average account
- $1.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 50%derivedof RAUM
- Institutional
- 6.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +8.9%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.0%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Custody
- $26.7M, 5 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$638M88%
- Charitable organizations$45.8M6.3%
- Individuals$43.6M6.0%
- Corporations and businesses$270,9260.0%
- Individual clients
- 73reported
- HNW clients
- 80reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 595reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $26.7M for 5 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.94 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Willem-Jau Odo Hattink | Atlanta, Ga | Jul 26, 2018 | 43 y | 2 |
| Kristin H RibicChartered Financial Analyst | Atlanta, Ga | Aug 13, 2018 | 15 y | 0 |
| Kenneth Kaull Budd | Atlanta, Ga | Aug 20, 2018 | 42 y | 1 |
| Owen Watts Douglas | Atlanta, Ga | Oct 1, 2024 | 10 y | 0 |
| Katherine Carter Hardie Howard | Atlanta, Ga | Jun 17, 2025 | 10 y | 2 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 20% of current headcount2 left over 36 months
Left, latest
- John Brittson Hall to Truist Advisory Services, Inc.Feb 3, 2026 · RIA to affiliated broker-dealer or bank
- Phillip Nelson to Ferguson Shapiro LLCApr 1, 2024 · RIA to RIA
Joined, latest
- Katherine Carter Hardie Howard from Truist Advisory Services, Inc.Jun 17, 2025 · Affiliated broker-dealer or bank to independent RIA
- Kenneth Kaull Budd from Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 20, 2018 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Phillip Nelson from Wells Fargo AdvisorsAug 13, 2018 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Willem-Jau Odo Hattink from Truist Advisory Services, Inc.Jul 26, 2018 · Affiliated broker-dealer or bank to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Odo Willem-Jau Hattink · Managing Partner/Ccocontrolsince 06/2018 · owns less than 5%
- Kaull Kenneth Budd · Managercontrolsince 08/2018 · owns 75% or more of Devonshire Wealth Advisors, LLC
- Odo Willem-Jau Hattink · Managercontrolsince 05/2018 · owns 75% or more of Meadow Creek Advisors LLC
- H Kristin Ribic · Managercontrolsince 08/2018 · owns 75% or more of Pinecrest Wealth Management, LLC
Entity owners
- Devonshire Wealth Advisors, LLC · Memberdirect · owns 25% to 50%
- Meadow Creek Advisors LLC · Memberdirect · owns 25% to 50%
- Pinecrest Wealth Management, LLC · Memberdirect · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Atlanta, Ga · principal | 5 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 521 to 595Jun 30, 2025 to Feb 12, 2026
- HNW clients · 75 to 80Jun 30, 2025 to Feb 12, 2026
- Individual clients · 78 to 73Jun 30, 2025 to Feb 12, 2026
- Assets in custody · $28.7M to $26.7MJun 30, 2025 to Feb 12, 2026
- Financial planning clients · 1-10 to 0Jun 30, 2025 to Feb 12, 2026
- Discretionary RAUM · $307M to $365MJun 30, 2025 to Feb 12, 2026
- HNW RAUM · $582M to $638MJun 30, 2025 to Feb 12, 2026
- Individual RAUM · $43.7M to $43.6MJun 30, 2025 to Feb 12, 2026
- Non-discretionary RAUM · $362M to $363MJun 30, 2025 to Feb 12, 2026
- RAUM · $668M to $728MJun 30, 2025 to Feb 12, 2026
- Financial planning clients · 1-10 to 1-10Feb 17, 2025 to Jun 30, 2025
- Accounts · 536 to 521Nov 4, 2024 to Feb 17, 2025
- HNW clients · 71 to 75Nov 4, 2024 to Feb 17, 2025
- Individual clients · 85 to 78Nov 4, 2024 to Feb 17, 2025
- Assets in custody · $26.8M to $28.7MNov 4, 2024 to Feb 17, 2025
- Discretionary RAUM · $286M to $307MNov 4, 2024 to Feb 17, 2025
- HNW RAUM · $519M to $582MNov 4, 2024 to Feb 17, 2025
- Individual RAUM · $48.4M to $43.7MNov 4, 2024 to Feb 17, 2025
- Non-discretionary RAUM · $284M to $362MNov 4, 2024 to Feb 17, 2025
- RAUM · $570M to $668MNov 4, 2024 to Feb 17, 2025
- State-registered IARs · 4 to 5Oct 2, 2024 to Nov 4, 2024
- Accounts · 480 to 536Sep 11, 2023 to Mar 21, 2024
- HNW clients · 62 to 71Sep 11, 2023 to Mar 21, 2024
- Individual clients · 81 to 85Sep 11, 2023 to Mar 21, 2024
- Assets in custody · $22.6M to $26.8MSep 11, 2023 to Mar 21, 2024
- Financial planning clients · 0 to 1-10Sep 11, 2023 to Mar 21, 2024
- Discretionary RAUM · $240M to $286MSep 11, 2023 to Mar 21, 2024
- HNW RAUM · $430M to $519MSep 11, 2023 to Mar 21, 2024
- Individual RAUM · $44.2M to $48.4MSep 11, 2023 to Mar 21, 2024
- Non-discretionary RAUM · $237M to $284MSep 11, 2023 to Mar 21, 2024
- RAUM · $477M to $570MSep 11, 2023 to Mar 21, 2024
- Accounts · 450 to 480Mar 28, 2022 to Feb 23, 2023
- HNW clients · 74 to 62Mar 28, 2022 to Feb 23, 2023
- Individual clients · 61 to 81Mar 28, 2022 to Feb 23, 2023
- Assets in custody · $29.4M to $22.6MMar 28, 2022 to Feb 23, 2023
- Financial planning clients · 1-10 to 0Mar 28, 2022 to Feb 23, 2023
- Discretionary RAUM · $282M to $240MMar 28, 2022 to Feb 23, 2023
- HNW RAUM · $504M to $430MMar 28, 2022 to Feb 23, 2023
- Individual RAUM · $21.9M to $44.2MMar 28, 2022 to Feb 23, 2023
- Non-discretionary RAUM · $244M to $237MMar 28, 2022 to Feb 23, 2023
Signals
9 dated events
- John Brittson Hall left Meadow Creek Wealth Advisors, Llc for Truist Advisory Services, Inc. (registered 2026-03-10)Feb 3, 2026 · Advisor changed firm · fact
- Phillip Nelson left Meadow Creek Wealth Advisors, Llc for Ferguson Shapiro Llc (registered 2024-04-22)Apr 1, 2024 · Advisor changed firm · fact
- Wayne Phillip Nelson (Manager) no longer on Schedule A of Meadow Creek Wealth Advisors, Llc (listed 2024-03-21, absent 2024-04-01)Apr 1, 2024 · Control person left · inference
- Meadow Creek Wealth Advisors, Llc reported RAUM $526.6M, up 26% from $417.5M (2021-01-29 to 2022-03-28)Mar 28, 2022 · RAUM change · derived
- Meadow Creek Wealth Advisors, Llc reported RAUM $377.5M, up 79% from $210.5M (2019-07-08 to 2020-02-10)Feb 10, 2020 · RAUM change · derived
- Wayne Phillip Nelson (Manager) appeared on Schedule A of Meadow Creek Wealth Advisors, LlcMar 27, 2019 · Control person joined · fact
- Kaull Kenneth Budd (Manager) appeared on Schedule A of Meadow Creek Wealth Advisors, LlcMar 27, 2019 · Control person joined · fact
- H Kristin Ribic (Manager) appeared on Schedule A of Meadow Creek Wealth Advisors, LlcMar 27, 2019 · Control person joined · fact
- Meadow Creek Wealth Advisors Llc filed its initial SEC registration (Form ADV)Jun 25, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 470-359-9270reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 470-359-9271reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 470-359-9273reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- meadowcreekwealthadvisors.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 470-359-9270reportedpublic record, Form ADV, Feb 12, 2026
- Contact form
- meadowcreekwealthadvisors.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- meadowcreekwealthadvisors.com/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $146Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026