FOURTH DIMENSION WEALTH, LLC

16600 Sprague Rd
Suite 450
Middleburg Heights, Ohio 44130
Tel: 440-664-4045

About FOURTH DIMENSION WEALTH, LLC

FOURTH DIMENSION WEALTH, LLC, formally registered with the SEC as FOURTH DIMENSION WEALTH, LLC. The firm was established in 05/01/2023. They have over 4 offices throughout the country.

FOURTH DIMENSION WEALTH, LLC is a Middleburg Heights, Ohio based Financial Planning firm with nearly $218,593,366 assets under management, offering retirement planning & investment advisory services to 727 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306703
SEC#	801-127881
Assets Managed by Firm	$218,593,366
No. of Clients	727
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	727	$218,593,366
Individuals (other than high net worth individuals)	269	$49,991,816
High net worth individuals	145	$144,876,383
Charitable organizations	Fewer than 5 clients	$735,765
Corporations or other businesses	4	$7,398,943

More Retirement Planning firms in Middleburg Heights, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Middleburg Heights, Ohio

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.