A4 Wealth Advisors LLC

CRD 152397 · Huntersville, NC · $213.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 152397
SEC number: 801-125825
Firm type: RIA
Assets under management: $213.7M as of May 27, 2026
Website: a4cfp.com ↗
Phone: 704-509-1141
Address: 16140 Northcross Drive, Huntersville, NC, 28078

Advisors at this firm

8 in our index · page 1 of 1

John Burke BalcerzakCRD 2902873 · Huntersville, NC

IA Registered

Disclosure event(s) on record
Cory Michael EspositoCRD 6978024 · Huntersville, NC

IA RegisteredRegistration inactive
Micheal James FosterCRD 6875490 · Huntersville, NC

IA RegisteredRegistration inactive
Heather Marie FowlerCRD 7897983 · Huntersville, NC

IA Registered
Shauntae E FunkhouserCRD 7519728 · Huntersville, NC

IA Registered
Conrad Jordan PhillipsCRD 7576168 · Huntersville, NC

IA Registered
Zachary Alan SpainhourCRD 7230414 · Huntersville, NC

IA RegisteredRegistration inactive
Kaylynne Elise WillisCRD 7098757 · Huntersville, NC

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 152397 ↗ FINRA BrokerCheck record for firm CRD 152397 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.