A4 Wealth Advisors LLC
A4 Wealth Advisors LLC is an SEC-registered mass-market adviser in Huntersville, NC with $213.7M assets under management (AUM, regulatory AUM), +19% over one year. See who owns A4 Wealth Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152397, SEC 801-125825, data through 2026-05-27.
- AUM (assets under management / regulatory AUM)
- $213.7M (2026-05-27)
- Firm type
- Mass-Market Adviser
- Location
- Huntersville, NC
- Employees
- 8
- Clients
- 587
- CRD
- 152397
- Ownership
- Fowler, Heather, Marie; BALCERZAK, JOHN, BURKE
How much AUM does A4 Wealth Advisors LLC have?
A4 Wealth Advisors LLC reported $213.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-27).
Who owns A4 Wealth Advisors LLC?
Disclosed owners and executives of A4 Wealth Advisors LLC include Fowler, Heather, Marie, BALCERZAK, JOHN, BURKE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.