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| Fourth Dimension Wealth LLC
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|---|---|
| CRD # | 306703 |
| SEC # | 801-127881 |
| CIK # | 0002056691 |
| AUM | 356.4 M (2026-06-04) |
| Employees | 16 (69% Investors, 38% Brokers) |
| Phone | 440-664-4045 |
| Address | 16600 Sprague Rd Middleburg Heights, OH 44130 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002056691 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.7 | ||
| Nvidia Corp | 8.3 | ||
| Trebia Acquisition Corp | 5.8 | ||
| Amazon Com Inc | 5.8 | ||
| SPDR Gold Trust | 4.5 | ||
| Microsoft Corp | 2.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 410 | 91.8 |
| (b) Individuals (high net worth individuals) | 214 | 251.6 |
| (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 | 0.9 |
| (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 | 12.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,134 | 356.4 |
| By Discretionary | ||
| Discretionary | 1,134 | 356.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,134 | 356.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 356.4 | |
| Total | 1,134 | 356.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056691] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 1 |
| Serves | Retail, Research |
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