Meadow Creek Wealth Advisors, Llc
- Regulatory AUM
- $728M
- Discretionary
- $365M
- Clients
- 153
- Avg AUM / client
- $4.8M
- Accounts
- 595
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Feb 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 73 | $43.6M | 5.99% |
| High net worth individuals | 80 | $638M | 87.7% |
| Charitable organizations | Fewer than 5 clients | $45.8M | 6.29% |
| Corporations and other businesses | Fewer than 5 clients | $271K | 0.04% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Willem Jau Odo Hattink | Managing Partner/Cco | May 2018 (8y) | ≈ 18.75% – 50% via Meadow Creek Advisors Llc | |
| Kenneth Kaull Budd | Manager | Aug 2018 (8y) | ≈ 18.75% – 50% via Devonshire Wealth Advisors, Llc | |
| Kristin H Ribic | Manager | CFA | Aug 2018 (8y) | ≈ 18.75% – 50% via Pinecrest Wealth Management, Llc |
| Owen Watts Douglas | Registered representative | Oct 2024 (2y) | ||
| Katherine Carter Hardie Howard | Registered representative | Jun 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Meadow Creek Advisors Llc | Member | May 2018 | A | 25% – 50% |
| Devonshire Wealth Advisors, Llc | Member | Jan 2019 | A | 25% – 50% |
| Pinecrest Wealth Management, Llc | Member | Jan 2019 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Willem Jau Odo Hattink: 75% – 100% of Meadow Creek Advisors Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Kenneth Kaull Budd: 75% – 100% of Devonshire Wealth Advisors, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Kristin H Ribic: 75% – 100% of Pinecrest Wealth Management, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/12/2026 | 946 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Raymond James $728M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 12, 2026.
View current Form ADV (SEC/IAPD) ↗