This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Legacy pioneerMeridian matrix
- Established Date
- 06-04-2010
- Office Locations
- 1
Office Locations
About A4 Wealth Advisors LLC
A4 Wealth Advisors is a retirement-focused RIA serving individuals and families transitioning into or living in retirement. The firm provides holistic planning and ongoing portfolio management—spanning tax and estate planning coordination and insurance needs—built around its four-step “Priceless Retirement Plan” framework. Portfolios emphasize ETFs alongside mutual funds, and the practice is Schwab-custodied.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN BURKE BALCERZAK
Investment Advisor Representative, Managing Member
- CRD
- #2902873
- Ownership
- 75% or more
Heather Marie Fowler
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Wealth Advisor
- CRD
- #7897983
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Cory Michael Esposito
Investment Advisor Representative/Licensed Insurance Agent
- CRD
- #6978024
Micheal James Foster
Investment Advisor Representative/Licensed Insurance Agent
- CRD
- #6875490
Harbor meridian
Value momentum
- CRD
- #47816
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $204,448,873 | $155,949 |
| Non-Discretionary | $9,254,154 | $168,257 |
| Total | $213,703,027 | $156,444 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $213,703,027
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $982,893,404 | 11.6% |
| Other | $3,160,510,687 | 37.3% |
| Public Funds | $2,957,153,431 | 34.9% |
| Cash | $1,372,661,477 | 16.2% |
| Total | $8,473,218,999 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON SUMMIT | TIMBER EAGLE | 7YV0LSJLG | GVMQ | 3.77% | $94,882,646 |
| NORTH OAK | PEAK ATLAS | P7KSE2E7R | VLB | 5.59% | $33,190,454 |
| BEACON FOCUS MOMENTUM | ATLAS PATHWAY | GN5DHTO6N | HTGX | 4.78% | $26,272,140 |
| CAPITAL SUMMIT | ATLAS MERIDIAN | WUMT3RJZR | WMJM | 11.16% | $2,968,524 |
| VERTEX OPTIMA OPTIMA | RADIAL SIGNAL | C8P4UHWVL | JHNDT | 7.13% | $119,237,821 |
| BEACON RIDGE DELTA | HARBOR VITAL | K8ZE5QI01 | OROEN | 7.15% | $55,061,566 |
| FUSION CAPITAL | PRIME PIONEER | KFMWY8U0H | NYV | 4.51% | $3,807,060 |
| GLACIER EAGLE | HORIZON SIGNAL | DHGMVOSBB | FPXDU | 5.52% | $12,911,427 |