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FOURTH DIMENSION WEALTH, LLC

CRD 306703File 801-127881
APPROVED
Retail clients
Custody
Filing as of Jun 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$356.4M
Below cohort median (national)
Discretionary AUM
$356.4M
Clients
631
1,134 accounts
Employees
16
Below cohort median in OH

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
May 1, 2023
Principal office
16600 SPRAGUE RD, SUITE 450, MIDDLEBURG HEIGHTS, OH, 44130
Phone
440-664-4045

Assets & accounts

ADV Item 5F
Total regulatory AUM
$356.4M
Discretionary AUM
$356.4M
Non-discretionary AUM
$0
Discretionary accounts
1,134
Non-discretionary accounts
0
Total accounts
1,134
AUM per client
$565K

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$12.2M
Charitable organizationsFewer than 5$865K
High net worth individuals214$251.6M
Pension and profit sharing plansFewer than 5$5K
Individuals (other than high net worth individuals)410$91.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Other
  • Publications
  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.