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

More Retirement Planning firms in Huntersville, North Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Huntersville, North Carolina

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.