| 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 |
A4 Wealth Advisors LLC reports $190 million in regulatory assets under management on its Form ADV.
A4 Wealth Advisors LLC reports 6 employees.
A4 Wealth Advisors LLC is based in Huntersville, NC and has been SEC-registered since 2022.
A4 Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $181.4M |
| Non-discretionary | $8.6M |
| Total (RAUM) | $190M |