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RIA · CRD 306703SEC-Registered

Updated:

Fourth Dimension Wealth

FOURTH DIMENSION WEALTH, LLC is an SEC-registered investment adviser in MIDDLEBURG HEIGHTS, OH, registered since 2023. The firm manages $356 million in assets.

Overview

FOURTH DIMENSION WEALTH, LLC is an SEC-registered investment adviser in MIDDLEBURG HEIGHTS, OH, registered since 2023. The firm manages $356 million in assets. It has 16 employees and 10 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Middleburg Heights

Corporate office

Lombard, IL, United States

Frequently asked questions

Who runs investment decisions at Fourth Dimension Wealth?

The firm has not publicly named any principals, investment committee members, or a Chief Investment Officer. Its registration and website provide no indication of the individuals responsible for allocating capital. In similarly structured private single-family offices, investment decisions are often made by a family member or a single trusted advisor, but no specific information is available for Fourth Dimension Wealth.

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