3 Dimensional Wealth Advisory, LLC
3 Dimensional Wealth Advisory, LLC is a multi-family office headquartered in Locust Valley, United States.

3 Dimensional Wealth Advisory, LLC
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.
General information
Firm type
Multi Family Office
Year founded
1875
AUM
—
Location
Region
North America
Country
—
City
Locust Valley
Corporate office
—
Frequently asked questions
What is 3 Dimensional Wealth Advisory, LLC?
3 Dimensional Wealth Advisory, LLC is a multi family office headquartered in Locust Valley.
When was 3 Dimensional Wealth Advisory, LLC founded?
3 Dimensional Wealth Advisory, LLC was founded in 1875.
Where is 3 Dimensional Wealth Advisory, LLC headquartered?
3 Dimensional Wealth Advisory, LLC is headquartered in Locust Valley, in the North America region.
What does Altss track for 3 Dimensional Wealth Advisory, LLC?
Altss maintains an OSINT-verified profile of 3 Dimensional Wealth Advisory, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is 3 Dimensional Wealth Advisory, LLC's website?
3 Dimensional Wealth Advisory, LLC's public website is 3dwealthadvisory.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is 3 Dimensional Wealth Advisory, LLC?
3 Dimensional Wealth Advisory, LLC is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on 3 Dimensional Wealth Advisory, LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for 3 Dimensional Wealth Advisory, LLC?
3 Dimensional Wealth Advisory, LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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