# 3 Dimensional Wealth Advisory

3 Dimensional Wealth Advisory is a Multi Family Office based in Locust Valley, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Locust Valley, United States
- **Region:** North America
- **Address:** 168 Forest Avenue, Suite 101, Locust Valley, NY 11560, United States
- **Founded:** 1875
- **Assets under management:** Undisclosed
- **Website:** 3dwealthadvisory.com
- **LinkedIn:** https://www.linkedin.com/company/3-dimensional-wealth-advisory-llc/

## Regulatory record

- **Reports private funds:** No

## About

The Diefendorf family established the firm in 1875 through insurance and estate-planning activities that later expanded into multi-family wealth management. Monroe M. Diefendorf Jr. serves as founder and CEO while Monroe M. Diefendorf III holds the role of president. The firm deploys capital across financial advisory mandates, life settlements and real-asset holdings. It structures client relationships through direct advisory accounts rather than pooled vehicles. Geographic focus remains North America with primary activity in New York. Confirmed vehicles include the M M Diefendorf Family Foundation Inc. and Diefendorf Management Services, LLC. Team size and total deployment figures remain undisclosed. The firm participates in the Million Dollar Round Table, Family Office Exchange and Financial Planning Association. No operational events from the last 24 months appear in available records. Governance ties the advisory business to the founding family's insurance heritage through direct principal oversight and separate entity structures for securities and insurance services.

## Sectors

- Wealth Management

## Offices

- Laurel Hollow, NY, United States

## People

- Monroe M. Diefendorf Jr. — Founder / CEO
- Monroe M. Diefendorf III — President

## Questions

### Who runs investment decisions at 3 Dimensional Wealth Advisory?

Monroe M. Diefendorf Jr. serves as founder and CEO. Monroe M. Diefendorf III acts as president and leads multi-family office operations.

### Does 3 Dimensional Wealth Advisory participate in fund commitments or only direct deals?

The firm structures relationships through direct advisory accounts and maintains a dedicated life settlements portfolio.

### Does 3 Dimensional Wealth Advisory maintain philanthropic structures?

The firm operates the M M Diefendorf Family Foundation Inc. as a separate philanthropic vehicle.

### What professional networks does the firm belong to?

Monroe M. Diefendorf Jr. holds life membership in the Million Dollar Round Table. The firm participates in the Family Office Exchange and Financial Planning Association.

## Related profiles

- [3C Capital](https://altss.com/profile/3c-capital)
- [3K Limited Partnership](https://altss.com/profile/3k-limited-partnership)

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Last updated: 2026-08-10T15:54:10.904Z

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