FOURTH DIMENSION WEALTH, LLC
Firm details
- Headquarters
- MIDDLEBURG HEIGHTS, Ohio
- CRD number
- 306703
- Registered since
- May 1, 2023
- Website
- www.4d-wealth.com
- Custodians
- LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.58%
- Individuals25.76%
- Corporations / Businesses3.42%
- Charitable Organizations0.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Fourth Dimension Wealth, LLC is an independent registered investment adviser organized as an LLC and operating since 2023. The firm serves both individual and family clients as well as institutional investors, offering financial planning, portfolio management for individuals and small businesses, educational seminars, and periodic publications. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. The advisor is not positioned as an ESG specialist, does not act as a capital allocator, and lists an accountant among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds72%
- Exchange Traded Equities24%
- Cash & Cash Equivalents3%
Contacts
3 of 10DOUGLAS MAGERS
President & Wealth AdvisorCRD 4012522
Andrew Ulrich
Wealth StrategistCRD 7518393
JOSEPH RUDNICKI
Senior Wealth AdvisorCRD 6400376
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 298Active vs passive
$349M in ETFs
93%
$323M
7%
$25.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF (SPTM) | State Street | Passive | Large Blend | $15.5M | 196,202 | 4.45% |
Location
MIDDLEBURG HEIGHTS, OH
CUYAHOGA
Location
MIDDLEBURG HEIGHTS, OH
Headquartered in MIDDLEBURG HEIGHTS, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- CUYAHOGA
- Address
- 16600 W Sprague Rd
- Time zone
- ET (UTC-5)
- Office locations
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