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OD

Owen W. Douglas

MEADOW CREEK WEALTH ADVISORS
Atlanta, GA 30327
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CRD#: 7978619
OD

Professional summary


Owen Watts Douglas is a registered financial advisor currently at MEADOW CREEK WEALTH ADVISORS, LLC located in Atlanta, Georgia.

Owen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Owen has worked at 1 firm and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Owen Watts Douglas's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 1, 2024 - Present

MEADOW CREEK WEALTH ADVISORS, LLC

Office #1: 4200 Northside Parkway Bldg 14, Ste 250, Atlanta, GA 30327
RIA
CRD#: 297796
Atlanta, GA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MC
MEADOW CREEK WEALTH ADVISORS, LLC
MEADOW CREEK WEALTH ADVISORS LLC | MEADOW CREEK WEALTH ADVISORS, LLC

CRD#: 297796 / SEC#: 801-113675

RIA
Registered Investment Advisory firm - (7/25/2018 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(10/1/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/20/2024
Uniform Investment Adviser Law Examination

Current Firm


MC
MEADOW CREEK WEALTH ADVISORS, LLC
MEADOW CREEK WEALTH ADVISORS LLC | MEADOW CREEK WEALTH ADVISORS, LLC

CRD#: 297796 / SEC#: 801-113675

RIA
Registered Investment Advisory firm - (7/25/2018 Approved)
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Contact information


Main Address
4200 Northside Parkway Bldg 14, Ste 250, Atlanta, GA 30327
Mailing Address
Phone number
(470) 359-9270
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (6 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MEADOW CREEK BROCHURE (2/12/2026)

Regulatory assets under management


Total Number of Accounts595
AUM (Assets Under Management)$ 728,026,235

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MEADOW CREEK WEALTH ADVISORS, LLC

CRD#: 297796Atlanta, GA 30327

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