A4 WEALTH ADVISORS LLC

CRD #152397 SEC #801-125825 HUNTERSVILLE, NC 704-509-1141

SEC Registered

Total AUM

$190M

Discretionary

$181.4M

Employees

Clients

Accounts

1,279

Firm Details

Organization Type: Limited Liability Company
State of Formation: North Carolina
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Dec 8, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
Fowler, Heather, Marie	I	CHIEF COMPLIANCE OFFICER/ INVESTMENT ADVISOR REPRESENTATIVE	NA	Control
Fowler, Heather, Marie	I	CHIEF COMPLIANCE OFFICER/ INVESTMENT ADVISOR REPRESENTATIVE	NA	Control
Fowler, Heather, Marie	I	CHIEF COMPLIANCE OFFICER/ INVESTMENT ADVISOR REPRESENTATIVE	NA	Control
Fowler, Heather, Marie	I	CHIEF COMPLIANCE OFFICER/ INVESTMENT ADVISOR REPRESENTATIVE	NA	Control
Fowler, Heather, Marie	I	CHIEF COMPLIANCE OFFICER/ INVESTMENT ADVISOR REPRESENTATIVE	NA	Control
Fowler, Heather, Marie	I	CHIEF COMPLIANCE OFFICER/ INVESTMENT ADVISOR REPRESENTATIVE	NA	Control
Fowler, Heather, Marie	I	CHIEF COMPLIANCE OFFICER/ INVESTMENT ADVISOR REPRESENTATIVE	NA	Control
Fowler, Heather, Marie	I	CHIEF COMPLIANCE OFFICER/ INVESTMENT ADVISOR REPRESENTATIVE	NA	Control
Fowler, Heather, Marie	I	CHIEF COMPLIANCE OFFICER/ INVESTMENT ADVISOR REPRESENTATIVE	NA	Control
Fowler, Heather, Marie	I	CHIEF COMPLIANCE OFFICER/ INVESTMENT ADVISOR REPRESENTATIVE	NA	Control
Fowler, Heather, Marie	I	CHIEF COMPLIANCE OFFICER/ INVESTMENT ADVISOR REPRESENTATIVE	NA	Control
Fowler, Heather, Marie	I	CHIEF COMPLIANCE OFFICER/ INVESTMENT ADVISOR REPRESENTATIVE	NA	Control
Fowler, Heather, Marie	I	CHIEF COMPLIANCE OFFICER/ INVESTMENT ADVISOR REPRESENTATIVE	NA	Control
Fowler, Heather, Marie	I	CHIEF COMPLIANCE OFFICER/ INVESTMENT ADVISOR REPRESENTATIVE	NA	Control
Fowler, Heather, Marie	I	CHIEF COMPLIANCE OFFICER/ INVESTMENT ADVISOR REPRESENTATIVE	NA	Control
Fowler, Heather, Marie	I	CHIEF COMPLIANCE OFFICER/ INVESTMENT ADVISOR REPRESENTATIVE	NA	Control
BALCERZAK, JOHN, BURKE	I	CCO/MANAGING MEMBER	E	Control
BALCERZAK, JOHN, BURKE	I	CCO/MANAGING MEMBER	E	Control
BALCERZAK, JOHN, BURKE	I	CCO/MANAGING MEMBER	E	Control
BALCERZAK, JOHN, BURKE	I	CCO/MANAGING MEMBER	E	Control
BALCERZAK, JOHN, BURKE	I	CCO/MANAGING MEMBER	E	Control
BALCERZAK, JOHN, BURKE	I	CCO/MANAGING MEMBER	E	Control
BALCERZAK, JOHN, BURKE	I	CCO/MANAGING MEMBER	E	Control
BALCERZAK, JOHN, BURKE	I	CCO/MANAGING MEMBER	E	Control
BALCERZAK, JOHN, BURKE	I	CCO/MANAGING MEMBER	E	Control
BALCERZAK, JOHN, BURKE	I	CCO/MANAGING MEMBER	E	Control
BALCERZAK, JOHN, BURKE	I	MANAGING MEMBER	E	Control
BALCERZAK, JOHN, BURKE	I	MANAGING MEMBER	E	Control
BALCERZAK, JOHN, BURKE	I	MANAGING MEMBER	E	Control
BALCERZAK, JOHN, BURKE	I	MANAGING MEMBER	E	Control
BALCERZAK, JOHN, BURKE	I	MANAGING MEMBER	E	Control
BALCERZAK, JOHN, BURKE	I	CCO/MANAGING MEMBER	E	Control
BALCERZAK, JOHN, BURKE	I	CCO/MANAGING MEMBER	E	Control
BALCERZAK, JOHN, BURKE	I	MANAGING MEMBER	E	Control
BALCERZAK, JOHN, BURKE	I	MANAGING MEMBER	E	Control
BALCERZAK, JOHN, BURKE	I	MANAGING MEMBER	E	Control
BALCERZAK, JOHN, BURKE	I	MANAGING MEMBER	E	Control
BALCERZAK, JOHN, BURKE	I	MANAGING MEMBER	E	Control
BALCERZAK, JOHN, BURKE	I	MANAGING MEMBER	E	Control
BALCERZAK, JOHN, BURKE	I	MANAGING MEMBER	E	Control
BALCERZAK, JOHN, BURKE	I	MANAGING MEMBER	E	Control
BALCERZAK, JOHN, BURKE	I	MANAGING MEMBER	E	Control
BALCERZAK, JOHN, BURKE	I	MANAGING MEMBER	E	Control
BALCERZAK, JOHN, BURKE	I	MANAGING MEMBER	E	Control

Registrations

Federal

Dec 8, 2025 REGISTERED

Notice Filings (8)

FL GA MD NC NY SC TX VA

Address

16140 NORTHCROSS DRIVE
HUNTERSVILLE, NC 28078
United States

Phone: 704-509-1141