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| A4 Wealth Advisors LLC
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|---|---|
| CRD # | 152397 |
| SEC # | 801-125825 |
| CIK # | 0002033987 |
| AUM | 213.7 M (2026-05-27) |
| Employees | 8 (100% Investors, 12% Brokers) |
| Phone | 704-509-1141 |
| Address | 16140 Northcross Drive Huntersville, NC 28078 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 1.6 | ||
| J P Morgan Chase & Co | 1.5 | ||
| Ingersoll-Rand PLC | 1.4 | ||
| Apple Inc | 1.4 | ||
| Nvidia Corp | 1.3 | ||
| iShares Comex Gold Trust | 1.1 | ||
| World Currency Gold Trust | 1.1 | ||
| iShares Bitcoin Trust | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 441 | 72.5 |
| (b) Individuals (high net worth individuals) | 146 | 141.2 |
| (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 | 1,366 | 213.7 |
| By Discretionary | ||
| Discretionary | 1,311 | 204.4 |
| Non-Discretionary | 55 | 9.3 |
| Total | 1,366 | 213.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 213.7 | |
| Total | 1,366 | 213.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002033987] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 8 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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