A4 Wealth Advisors LLC

A4 Wealth Advisors LLC (CRD# 152397) is a financial advisory firm headquartered in Huntersville, NC. They manage $145,298,216 in 1,135 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
16140 Northcross Drive, Huntersville, NC 28078
http://carolinacfp.com
By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    1,135
    ACCOUNTS
  • Average Account Value
    $128,016
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, SC, TX

Financial Advisors at A4 Wealth Advisors LLC
Showing 1 - 5 of 5 top financial advisors.
1
John Balcerzak, financial advisor Huntersville NC
John B. Balcerzak
CRD#: 2902873
16140 Northcross Drive, Huntersville, NC 28078

John Balcerzak (CRD# 2902873) is an Investment Advisor Representative working at A4 Wealth Advisors LLC in Huntersville, NC and has over 26 years of experience in the finance industry.

2
Claire Braun, financial advisor Huntersville NC
Claire M. Braun
CRD#: 5151498
16140 Northcross Drive, Huntersville, NC 28078

Claire Braun (CRD# 5151498) is an Investment Advisor Representative working at A4 Wealth Advisors LLC in Huntersville, NC and has over 17 years of experience in the finance industry.

3
Michael Gibson, financial advisor Huntersville NC
Michael P. Gibson
CRD#: 4906996
16140 Northcross Drive, Huntersville, NC 28078

Michael Gibson (CRD# 4906996) is an Investment Advisor Representative working at A4 Wealth Advisors LLC in Huntersville, NC and has over 19 years of experience in the finance industry.

4
Heather Fowler, financial advisor Huntersville NC
Heather M. Fowler
CRD#: 7897983
16140 Northcross Drive, Huntersville, NC 28078

Heather Fowler (CRD# 7897983) is an Investment Advisor Representative working at A4 Wealth Advisors LLC in Huntersville, NC and has 1 year of experience in the finance industry.

5
Shauntae Funkhouser, financial advisor Huntersville NC
Shauntae E. Funkhouser
CRD#: 7519728
16140 Northcross Drive, Huntersville, NC 28078

Shauntae Funkhouser (CRD# 7519728) is an Investment Advisor Representative working at A4 Wealth Advisors LLC in Huntersville, NC and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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