A4 WEALTH ADVISORS LLC of HUNTERSVILLE, NC is an SEC-registered investment adviser (CRD 152397). Regulatory assets under management: $213.7M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Charities, Corporations.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| CHARLOTTE | NC | 2 | 704-651-6922 |
| CHARLOTTE | NC | 2 | 704-651-6922 |