A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

SEC EDGAR filings, ownership reports, and insider transactions for A4 Wealth Advisors LLC.

Business address: 16140 Northcross Drive, Huntersville, NC, 28078
Top securities (13F): DYNF, SPLG, TLH, QUAL, IVW, VOO, IVE, OEF, IEMG, NVDA, MSFT, AHR, EFV, AMZN, THRO, GOOG, AVDE, JPM, AAPL, and BAI
State of incorporation: NC
Fiscal year end: 31 December

A4 Wealth Advisors LLC has filed 1 SEC EDGAR filings since 04 Nov 2025

Recent SEC filings for A4 Wealth Advisors LLC including 13F-HR.

Form type	Document	Filing	Description	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR		04 Nov 2025	30 Sep 2025	028-25814

A4 Wealth Advisors LLC files with the SEC under CIK 0002033987. This page aggregates EDGAR filings and related ownership activity.

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.