4 Wealth Advisors, Inc.
- Regulatory AUM
- $275M
- Discretionary
- $133M
- Clients
- 567
- Avg AUM / client
- $485K
- Accounts
- 1,262
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Apr 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 448 | $112M | 40.6% |
| High net worth individuals | 60 | $96.9M | 35.2% |
| Pension and profit sharing plans | 59 | $66.6M | 24.2% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Realty Management And Advisors Employee Retirement Pacific Management, Inc. | 2024 |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Peter Dominic Recchia | President/Chief Compliance Officer | Nov 2003 (23y) | 75% or more | |
| Rita Diana Bunch | Registered representative | Apr 2004 (22y) | ||
| Hally Maria Dunn | Registered representative | Feb 2005 (21y) | ||
| Christopher Charles Gonzales | Registered representative | Jul 2017 (9y) | ||
| Ryan F Kavois | Registered representative | CFP | Jul 2017 (9y) | |
| Terrence Michael Heafey | Registered representative | CFP | Jul 2017 (9y) | |
| William James Tasker | Registered representative | Sep 2021 (5y) | ||
| Peter James Steigerwald | Registered representative | Jan 2022 (5y) | ||
| Gregory Joseph Nickum | Registered representative | CFA | Jun 2023 (3y) | |
| Michael Jaeger Mcevoy | Registered representative | Jun 2025 (1y) | ||
| Jason Michael Poschinger | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Realty Management And Advisors Employee Retirement | Pacific Management, Inc. | 189 | $17.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/09/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • SHARES IN THIRD-PARTY ADVISORY FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $133M (48% of AUM) Apr 2026
- Broadridge Trust Company $29.0M (14% of AUM) May 2024
- American Tcs $26.6M (10% of AUM) Apr 2026
- American Trust Baa $26.6M (10% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 09, 2026.
View current Form ADV (SEC/IAPD) ↗