# A4 WEALTH ADVISORS LLC

A4 WEALTH ADVISORS LLC of HUNTERSVILLE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 152397
- Type: SEC-registered investment adviser
- SEC file number: 801-125825
- Location: 16140 NORTHCROSS DRIVE, HUNTERSVILLE, NC, 28078
- Phone: 704-509-1141
- Latest filing: 2026-05-27
- Regulatory AUM: $213.7M
- Discretionary AUM: $204.4M
- Non-discretionary AUM: $9.3M
- Clients: 8
- Accounts: 1,366

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Charities, Corporations

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| John Burke Balcerzak | MANAGING MEMBER | — |
| Heather Marie Fowler | CHIEF COMPLIANCE OFFICER/ INVESTMENT ADVISOR REPRESENTATIVE | — |
| BALCERZAK JOHN BURKE | CCO/MANAGING MEMBER; MANAGING MEMBER | — |
| Fowler Heather Marie | CHIEF COMPLIANCE OFFICER/ INVESTMENT ADVISOR REPRESENTATIVE | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| CHARLOTTE | NC | 2 | 704-651-6922 |
| CHARLOTTE | NC | 2 | 704-651-6922 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152397/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152397/similar
- Related entities: https://search.stillhousedata.com/firm/152397/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152397

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.