A4 Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Huntersville, NC. Its latest Form ADV filing, dated March 26, 2026, reports $214M in regulatory assets under management, 6 employees, 1 office, and 1,366 accounts.
Assets Under Management
$214M
Employees
8
Offices
1 office
Total Clients
587
Primary office
HUNTERSVILLE, NC
16140 NORTHCROSS DRIVE, HUNTERSVILLE, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.1% of total clients.
Top client categories% of clientsClients
1
Individuals
75.1%
441
2
HNWI
24.9%
146
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$214Mas of May 27, 2026
Discretionary95.7%
$204M
96% of total RAUM95.7%
Non-discretionary4.3%
$9M
4% of total RAUM4.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$214M
Total Accounts1,366
10Y AUM Change+$97M (+83.6%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee73:1
10Y Employee Change+5 (+166.7%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.