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Building 2A4 WEALTH ADVISORS LLC

Map pinHUNTERSVILLE, NC
Phone704-509-1141
NotebookSEC #801-125825
Total AUM
$213.7M
Employees
8
Clients
587

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16140 NORTHCROSS DRIVE
HUNTERSVILLE
NC 28078
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
704-509-1141
Other Offices
1

ReceiptFinancials

Total AUM
$213.7M
Accounts
1,366
Discretionary
$204.4M
Accounts
1,311
Non-Discretionary
$9.3M
Accounts
55

ContactClients

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Individual Clients
441
AUM
$72.5M
HNW Individual Clients
146
AUM
$141.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CO-ADVISOR FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAMDNCNYSCTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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