Fourth Dimension Wealth LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Fourth Dimension Wealth LLC
CRD #306703
SEC #801-127881
CIK #
AUM $218.6 MM (2024-07-26)
Employees 8 (88% Investors, 88% Brokers)
Phone440-664-4045
Address16600 Sprague Rd
Middleburg Heights, OH 44130
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
2502001501005002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 269 50.0
(b) Individuals (high net worth individuals) 145 144.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.7
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 4 7.4
(n) Other 4 15.6
Total 727 218.6
By Discretionary
Discretionary 727 218.6
Non-Discretionary 0 0.0
Total 727 218.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 218.6
Total 727 218.6
Comparable Firms State AUM ($BB)
Ransom Advisory Ltd
RI 0.2
Comprehensive Financial Planning Corporation
VA 0.2
WYZE Wealth Advisors LLC
PA 0.2
The Yanker Group Inc
MO 0.2
Orion Capital Management LLC
CA 0.2
Stern Capital Management Inc
NJ 0.2
Silver Oak Wealth Advisors Services LLC
CA 0.2
Tucker Jr Douglas Ray
AL 0.2
The Fauser Group LLC
WA 0.2
Full Financial Inc
CO 0.2
Terms | Privacy | Guide
tony@aum13f.com