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Meadowcrest Wealth Management LLC

EST. AUM
$237,266,565

CONTACTS

CLIENT ACCOUNTS
802

Firm Details

Metro area Houston
CRD Number 341005
Website awakenwealthpartners.com
Client types

Overview

Meadowcrest Wealth Management LLC is a Houston-based boutique registered investment adviser (RIA) founded and led by Kevin Woodard. Formally registered with the SEC in early 2026, the firm provides fiduciary-based financial planning and discretionary portfolio management services to individuals, high-net-worth families, and small businesses. Their approach centers on personalized wealth stewardship, utilizing a goal-oriented process to develop customized investment strategies tailored to each client's specific risk profile and long-term financial objectives.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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