A4 Wealth Advisors

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

16140 Northcross Dr, Huntersville, North...

Phone Number

(704) 509-1141

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
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May
ZI Rank
1
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About A4 Wealth Advisors

A4 Wealth Advisors is a full-service financial services company with the HQ located in Huntersville, North Carolina. With four other office locations throughout North Carolina & South Carolina, A4 Wealth Advisors offer services for; Investment Management, Financial Planning and Tax Planning.Explore more
A4 Wealth Advisors's Social MediaPopular SearchesA4 Wealth Advisors LLCS4 Realty LLCA4 Wealth Advisors, LLC aShauntae FunkhouserShauntae Funkhouser - A4 Capital ManagementSIC Code 62,628NAICS Code 52,523Show more

A4 Wealth Advisors Org Chart

JB
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Chief Executive Officer & Founder & Investmen...

PhoneEmail
CP
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Client Experience Coordinator

PhoneEmail
EB
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Client Experience Associate

PhoneEmail
LA
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Executive Assistant

PhoneEmail
TE
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Transfer Specialist

PhoneEmail
SI
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Sales Executive

PhoneEmail
SF
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Investment Advisor & Representative

PhoneEmail
ZS
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Financial Advisor

PhoneEmail
CP
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Planning Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

A4 Wealth Advisors

<$5M
1-10
Private
-
2010
JB
Jonathan BalcerzakCEO & Founder & Investment Advisor & Representative
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
<$5M
1996
TH
Todd HoinsDirector, Marketing
<$5M
1-10
Private
-
1996
Jordan Kreiner, President & Founder & Investment Advisor & Representative at Kreiner Financial Wealth Management
Jordan KreinerPresident & Founder & Investment Advisor & Representative
<$5M
1-10
Private
-
1997
MS
Melissa ScogginsOffice Manager
<$5M
1-10
Private
-
2001
BM
Bill McGuireInvestment Advisor & Representative
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

A4 Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

A4 Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about A4 Wealth Advisors.

A4 Wealth Advisors Tech Stack

A closer look at the technologies used by A4 Wealth Advisors

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Frequently Asked Questions Regarding A4 Wealth Advisors

What is A4 Wealth Advisors's official website?
A4 Wealth Advisors's official website is www.a4wealth.com
What is A4 Wealth Advisors's Revenue?
A4 Wealth Advisors's revenue is <$5 Million
What is A4 Wealth Advisors's SIC code?
A4 Wealth Advisors's SIC: 62,628
What is A4 Wealth Advisors's NAICS code?
A4 Wealth Advisors's NAICS: 52,523
How many employees does A4 Wealth Advisors have?
A4 Wealth Advisors has 1-10 employees
What industry does A4 Wealth Advisors belong to?
A4 Wealth Advisors is in the industry of: Finance, Securities Trading
What is A4 Wealth Advisors competition?
A4 Wealth Advisors top competitors include: Brokerage Specialists, ETS Financial Services, Kreiner Financial Wealth Management, The Holland Group
What technology does A4 Wealth Advisors use?
Some of the popular technologies that A4 Wealth Advisors uses are: WordPress.org, reCAPTCHA, PHP, Google Universal Analytics
How do I contact A4 Wealth Advisors?
A4 Wealth Advisors contact info: Phone number: (704) 509-1141 Website: www.a4wealth.com
What does A4 Wealth Advisors do?

A4 Wealth Advisors is a full-service financial services company with the HQ located in Huntersville, North Carolina. With four other office locations throughout North Carolina & South Carolina, A4 Wealth Advisors offer services for; Investment Management, Financial Planning and Tax Planning.... Read More

What are A4 Wealth Advisors social media links?
A4 Wealth Advisors Linkedin page A4 Wealth Advisors Twitter page A4 Wealth Advisors Facebook page
Is A4 Wealth Advisors a public company?
A4 Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about A4 Wealth Advisors

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