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 that began SEC registration in 2023. The firm serves both individual/family and institutional clients and offers fee arrangements that include percentage of AUM, hourly fees, and fixed fees. Core advisory activities listed on its ADV include financial planning, discretionary portfolio management for individuals and small businesses, the publication of periodicals or newsletters, and conducting educational seminars and workshops. The firm does not characterize itself as an active ESG investor and is not registered as a multi‑state adviser. An accounting professional affiliation is noted.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 10
Douglas 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 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
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