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A4 WEALTH ADVISORS LLC
CRD 152397File 801-125825
APPROVED
Retail clients
Custody
Filing as of May 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$213.7M
Below cohort median (national)
Discretionary AUM
$204.4M
Non-discretionary $9.3M
Clients
587
1,366 accounts
Employees
8
Below cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 6, 2022
- Principal office
- 16140 NORTHCROSS DRIVE, HUNTERSVILLE, NC, 28078
- Phone
- 704-509-1141
- Website
- HTTP://A4CFP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $213.7M
- Discretionary AUM
- $204.4M
- Non-discretionary AUM
- $9.3M
- Discretionary accounts
- 1,311
- Non-discretionary accounts
- 55
- Total accounts
- 1,366
- AUM per client
- $364K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 146 | $141.2M |
| Individuals (other than high net worth individuals) | 441 | $72.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — CO-ADVISOR FEES
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.