A4 Wealth Advisors LLC

Overview

A4 Wealth Advisors LLC is an independent, owner-operated registered investment adviser that began its SEC registration in 2022. The firm operates as an LLC and positions itself as a wealth manager for individuals and families while acting as a capital allocator—sourcing third‑party managers and alternatives as part of client portfolios. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, selection of other advisers, and client education through publications and seminars. A4 Wealth Advisors also operates as an insurance broker and charges fees using a mix of AUM-based percent fees, hourly billing, fixed fees and other arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices