A4 WEALTH ADVISORS LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $213.7M |
| Discretionary | $204.4M96% of AUM |
| Non-Discretionary | $9.3M |
| Client Accounts | 1,366 |
| Avg Account Size | $156K |
| Employees | 8 |
| Peak AUM | $213.7MFeb 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $214M | +19.2% | +19.2% | +16.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $213.7M |
| Discretionary | $204.4M |
| Employees | 8 |
| Client Accounts | 1366 |
| Client Range | 1-10 |
Contact & Location
Address
16140 NORTHCROSS DRIVE
HUNTERSVILLE NC 28078
Phone
704-509-1141
Filing History
33 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)PublicationsSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$204M
95.7% of AUM
Non-Discretionary
$9M
4.3% of AUM
Disc. mix ▲ 2.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Banking Institution
Related Entities (Item 7)
Pension Consultant