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| Happy Holidays!! thanks for using AUM13F!! |
| A4 Wealth Advisors LLC
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| CRD # | 152397 |
| SEC # | 801-125825 |
| CIK # | |
| AUM | $179.3 M (2025-05-27) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 704-509-1141 |
| Address | 16140 Northcross Drive Huntersville, NC 28078 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 435 | 73.1 |
| (b) Individuals (high net worth individuals) | 120 | 106.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,286 | 179.3 |
| By Discretionary | ||
| Discretionary | 1,208 | 167.5 |
| Non-Discretionary | 78 | 11.7 |
| Total | 1,286 | 179.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 179.3 | |
| Total | 1,286 | 179.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Aegis Wealth Group LLC
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|
UT | 0.2 |
|
Familywealth Asset Management
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|
TX | 0.2 |
|
Plan Life & Wealth Management Inc
✚
|
CA | 0.2 |
|
Continuity Wealth Management Corp
✚
|
OR | 0.2 |
|
Revolution Capital LLC
✚
|
NE | 0.2 |
|
Sun Group Wealth Partners LLC
✚
|
CA | 0.2 |
|
4Thought Financial Group Inc
✚
|
NY | 0.2 |
|
Great Hill Advisory Ltd
✚
|
NY | 0.2 |
|
Lifewealth Investments LLC
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|
FL | 0.2 |
|
Legacy Wealth Management Inc
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|
VA | 0.2 |