RIA Intelligence

A4 WEALTH ADVISORS LLC

CRD #152397 SEC #801-125825 HUNTERSVILLE, NC 704-509-1141
SEC Registered
Total AUM
$190M
Discretionary
$181.4M
Employees
6
Clients
1
Accounts
1,279

AUM Over Time

DateDec 2025
Total AUM$190M
Discretionary$181.4M
Non-Disc.$8.6M
Employees6
Clients4
DateSep 2025
Total AUM$190M
Discretionary$181.4M
Non-Disc.$8.6M
Employees6
Clients4
DateAug 2025
Total AUM$190M
Discretionary$181.4M
Non-Disc.$8.6M
Employees6
Clients4
DateMay 2025
Total AUM$179.3M
Discretionary$167.5M
Non-Disc.$11.7M
Employees5
Clients4
DateMay 2025
Total AUM$179.3M
Discretionary$167.5M
Non-Disc.$11.7M
Employees5
Clients4
DateMar 2025
Total AUM$176M
Discretionary$163.4M
Non-Disc.$12.6M
Employees5
Clients4
DateFeb 2025
Total AUM$176M
Discretionary$163.4M
Non-Disc.$12.6M
Employees5
Clients4
DateJan 2025
Total AUM$176M
Discretionary$163.4M
Non-Disc.$12.6M
Employees5
Clients4
DateOct 2024
Total AUM$154.6M
Discretionary$136.5M
Non-Disc.$18.1M
Employees4
Clients4
DateOct 2024
Total AUM$154.6M
Discretionary$136.5M
Non-Disc.$18.1M
Employees4
Clients4
DateAug 2024
Total AUM$154.6M
Discretionary$136.5M
Non-Disc.$18.1M
Employees5
Clients4
DateAug 2024
Total AUM$154.6M
Discretionary$136.5M
Non-Disc.$18.1M
Employees5
Clients4
DateAug 2024
Total AUM$154.6M
Discretionary$136.5M
Non-Disc.$18.1M
Employees5
Clients4
DateMay 2024
Total AUM$145.3M
Discretionary$129.5M
Non-Disc.$15.8M
Employees5
Clients4
DateMay 2024
Total AUM$145.3M
Discretionary$129.5M
Non-Disc.$15.8M
Employees5
Clients4
DateMar 2024
Total AUM$137.1M
Discretionary$115.9M
Non-Disc.$21.3M
Employees4
Clients4
DateJan 2024
Total AUM$126M
Discretionary$97.6M
Non-Disc.$28.4M
Employees4
Clients12
DateNov 2023
Total AUM$126M
Discretionary$97.6M
Non-Disc.$28.4M
Employees3
Clients12
DateNov 2023
Total AUM$126M
Discretionary$97.6M
Non-Disc.$28.4M
Employees3
Clients12
DateSep 2023
Total AUM$126M
Discretionary$97.6M
Non-Disc.$28.4M
Employees4
Clients12
DateMay 2023
Total AUM$126M
Discretionary$97.6M
Non-Disc.$28.4M
Employees4
Clients12
DateMay 2023
Total AUM$126M
Discretionary$97.6M
Non-Disc.$28.4M
Employees4
Clients12
DateMar 2023
Total AUM$126M
Discretionary$97.6M
Non-Disc.$28.4M
Employees3
Clients12
DateJun 2022
Total AUM$116.4M
Discretionary$94.4M
Non-Disc.$22M
Employees3
Clients0
DateMay 2022
Total AUM$116.4M
Discretionary$94.4M
Non-Disc.$22M
Employees3
Clients0
DateMay 2022
Total AUM$116.4M
Discretionary$94.4M
Non-Disc.$22M
Employees3
Clients0