A4 Wealth Advisors LLC
● SEC registered since 2022CRD 152397SEC# 801-125825Huntersville, NC
Reg. AUM
$213.7M
Employees
8
Accounts
1,366
Location
Huntersville, NC
A4 Wealth Advisors LLC assets under management
A4 Wealth Advisors LLC is an investment advisory firm registered with the SEC based in Huntersville, NC. The firm has been registered since 2022. It reports $213.7 million in regulatory assets under management and employs 8 people.
A4 Wealth Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Heather Marie Fowler Control | Chief Compliance Officer/ Investment Advisor Representative | Under 5% | 2024 |
| John Burke Balcerzak Control | Managing Member | Over 75% | 2010 |
Frequently asked questions
How much does A4 Wealth Advisors LLC manage?
A4 Wealth Advisors LLC reports $213.7 million in regulatory assets under management on its Form ADV.
How many employees does A4 Wealth Advisors LLC have?
A4 Wealth Advisors LLC reports 8 employees.
Where is A4 Wealth Advisors LLC located?
A4 Wealth Advisors LLC is based in Huntersville, NC and has been SEC-registered since 2022.
Does A4 Wealth Advisors LLC disclose fund performance?
A4 Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 16140 Northcross Drive, Huntersville, NC 28078 |
| Phone | 704-509-1141 |
| Fax | 704-897-0271 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$213.7M▲ 21%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$213.7Mregulatory AUM
Discretionary $204.4MNon-discretionary $9.3M