Fourth Dimension Wealth, LLC

RIASEC Registered

Total AUM

$356M

Discretionary

$356M

100% of AUM

Avg account

$314K

Accounts

1,134

Employees

Advisory reps

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

FINTRX

Overview

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.