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A4 WEALTH ADVISORS LLC

CRD 152397 · SEC 801-125825

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16140 NORTHCROSS DRIVE, HUNTERSVILLE, NC, 28078, United States

Phone

704-509-1141

Fax

704-897-0271

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$213.7M

Discretionary AUM

$204.4M

Team

8 total employees; 8 advisory reps; 8 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; CO-ADVISOR FEES

Org form

Limited Liability Company

Filing date

2026-05-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars

Client types

TypeClientsAUM
Individuals441$72.5M
High net worth individuals146$141.2M

States served

GA, MD, NY, NC, SC, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD