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| Happy Holidays!! thanks for using AUM13F!! |
| Meadow Creek Wealth Advisors LLC
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| CRD # | 297796 |
| SEC # | 801-113675 |
| CIK # | 0001801107 |
| AUM | $668.5 M (2025-06-30) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 470-359-9270 |
| Address | 4200 Northside Parkway Atlanta, GA 30327 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001801107 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sonoco Products Co | 10.4 | ||
| Coca Cola Co | 10.2 | ||
| Nvidia Corp | 6.5 | ||
| Microsoft Corp | 6.1 | ||
| Broadcom Inc | 4.9 | ||
| Apple Inc | 4.0 | ||
| J P Morgan Chase & Co | 3.5 | ||
| Lilly Eli & Co | 3.1 | ||
| Wal Mart Stores Inc | 2.9 | ||
| Amazon Com Inc | 2.6 | ||
| Facebook Inc | 2.4 | ||
| Home Depot Inc | 2.1 | ||
| VISA Inc | 1.8 | ||
| Eaton Corp Ltd | 1.7 | ||
| Netflix Inc | 1.6 | ||
| Procter & Gamble Co | 1.5 | ||
| Exxon Mobil Corp | 1.4 | ||
| Alphabet Inc | 1.4 | ||
| Costco Wholesale Corp /NEW | 1.4 | ||
| Ace Ltd | 1.3 | ||
| Bank of America Corp /DE/ | 1.2 | ||
| McDonalds Corp | 1.1 | ||
| Transdigm Group Inc | 1.1 | ||
| Cisco Systems Inc | 1.1 | ||
| Johnson & Johnson | 1.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 78 | 43.7 |
| (b) Individuals (high net worth individuals) | 75 | 581.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 42.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 521 | 668.5 |
| By Discretionary | ||
| Discretionary | 282 | 307.0 |
| Non-Discretionary | 239 | 361.5 |
| Total | 521 | 668.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 668.5 | |
| Total | 521 | 668.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001801107] |
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|---|---|---|
|
ALTI Wealth Management US International Inc
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FL | 0.7 |
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Newman Dignan & Sheerar Inc
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RI | 0.7 |
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Cambient Family Office LLC
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Havenshare Financial LLC
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0.7 | |
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AZ | 0.7 |
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FL | 0.7 |
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Perennial Advisors LLC
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NY | 0.7 |