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, individual-owned registered investment adviser organized as an LLC. The firm registered with the SEC in 2023 and advises both individual/family and institutional clients. Its advisory services center on financial planning and portfolio management for individuals and small businesses, supplemented by published newsletters and educational seminars or workshops. The firm charges a mix of fee structures — percentage of assets under management, hourly fees, and fixed-fee engagements — and lists an affiliation with accounting professionals. It does not identify as an ESG investor, is not a multi-state adviser, and does not self-identify as a capital allocator or pension consultant.
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 9
Douglas Magers
President & Wealth AdvisorCRD 4012522
Michael Fedj
Wealth AdvisorCRD 6399827
Joseph Rudnicki
Senior Wealth AdvisorCRD 6400376
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 338Active vs passive
$398M in ETFs
91%
$361M
8%
$36.2M
| 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 | $18.5M | 203,501 | 4.65% |
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
Similar firms
Fidato Wealth LLC
RIAMiddleburg Heights, OH
Skybox Financial Group LLC
RIAMiddleburg Heights, OH
The Estate Planning Team, Inc.
RIAMiddleburg Heights, OH
WS Wealth Management, LLC
RIAMiddleburg Heights, OH
Alcyon Wealth Partners
RIAYoungstown, OH
Jessup Wealth Management
RIAOakwood, OH