3 Dimensional Wealth Advisory, LLC

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3 Dimensional Wealth Advisory, LLC Overview

Type

Multi Family Office

Year Founded

1875

General Information

3 Dimensional Wealth Advisory, LLC is a multi-family office headquartered in Locust Valley, United States. Founded in 1875, the Diefendorf family built its fortune through a multigenerational insurance and estate-planning enterprise and now channels that experience into comprehensive wealth management for affluent families. The firm integrates investment advisory, legacy governance and philanthropic strategy—helping families steward financial, personal and social wealth.

Contact Information

Website:
https://3dwealthadvisory.com/

Year Founded:
1875

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Locust Valley, NY, United States

Portfolio & Notable Allocations


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