A4 WEALTH ADVISORS LLC

16140 Northcross Drive
Huntersville, North Carolina 28078
Tel: 704-509-1141

About A4 WEALTH ADVISORS LLC

A4 WEALTH ADVISORS LLC, formally registered with the SEC as A4 WEALTH ADVISORS LLC. The firm was established in 06/06/2022. They have over 2 offices throughout the country.

A4 WEALTH ADVISORS LLC is a Huntersville, North Carolina based Financial Planning firm with nearly $176,019,264 assets under management, offering retirement planning & investment advisory services to 1249 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152397
SEC#	801-125825
Assets Managed by Firm	$176,019,264
No. of Clients	1249
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (CO-ADVISOR FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1249	$176,019,264
Individuals (other than high net worth individuals)	454	$67,357,114
High net worth individuals	123	$108,662,150

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