16600 Sprague Rd
Suite 450
Middleburg Heights, Ohio 44130
Tel: 440-664-4045
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.
| 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 |
| 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 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Middleburg Heights, Ohio