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FOURTH DIMENSION WEALTH, LLC
CRD 306703 · SEC 801-127881
16600 SPRAGUE RD, SUITE 450, MIDDLEBURG HEIGHTS, OH, 44130, United States
Phone
440-664-4045
Fax
440-224-8278
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$356.4M
Discretionary AUM
$356.4M
Team
16 total employees; 11 advisory reps; 1 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 410 | $91.8M |
| High net worth individuals | 214 | $251.6M |
| Pension/profit sharing plans | 1 | $5K |
| Charitable organizations | 2 | $865K |
| Corporations/business entities | 4 | $12.2M |
States served
CA, IL, MI, NC, OH, SC, VA, WV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD