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Building 2FOURTH DIMENSION WEALTH, LLC

Map pinMIDDLEBURG HEIGHTS, OH
Phone440-664-4045
NotebookSEC #801-127881
Total AUM
$356.4M
Employees
15
Clients
631

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16600 SPRAGUE RD
SUITE 450
MIDDLEBURG HEIGHTS
OH 44130
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
440-664-4045
Other Offices
2

ReceiptFinancials

Total AUM
$356.4M
Accounts
1,134
Discretionary
$356.4M
Accounts
1,134
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
410
AUM
$91.8M
HNW Individual Clients
214
AUM
$251.6M
Pension/Profit Sharing Plan Clients
1
AUM
$4.7K
Charitable Organization Clients
2
AUM
$864.7K
Corporation or Business Clients
4
AUM
$12.2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMINCOHSCTXVAWV

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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