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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Fourth Dimension Wealth LLC
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|---|---|
| CRD # | 306703 |
| SEC # | 801-127881 |
| CIK # | 0002056691 |
| AUM | $283.6 M (2025-07-30) |
| Employees | 15 (67% Investors, 33% Brokers) |
| Phone | 440-664-4045 |
| Address | 16600 Sprague Rd Middleburg Heights, OH 44130 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.4 | ||
| Nvidia Corp | 6.9 | ||
| Amazon Com Inc | 6.0 | ||
| Trebia Acquisition Corp | 5.0 | ||
| Microsoft Corp | 3.6 | ||
| SPDR Gold Trust | 3.1 | ||
| Netflix Inc | 2.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 403 | 75.0 |
| (b) Individuals (high net worth individuals) | 181 | 197.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 2 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 10.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,055 | 283.6 |
| By Discretionary | ||
| Discretionary | 1,055 | 283.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,055 | 283.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 283.6 | |
| Total | 1,055 | 283.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002056691] |
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