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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:
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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