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Fourth Dimension Wealth LLC
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CRD # | 306703 |
SEC # | 801-127881 |
CIK # | |
AUM | $218.6 MM (2024-07-26) |
Employees | 8 (88% Investors, 88% Brokers) |
Phone | 440-664-4045 |
Address | 16600 Sprague Rd Middleburg Heights, OH 44130 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
---|
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 |