3D WEALTH RIA, LLC
CRD #289081 SEC #801-111887 LOCUST VALLEY, NY 516-759-3900
SEC Registered
Total AUM
$12.5M
Discretionary
$12.5M
Employees
5
Clients
0
Accounts
25
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2019 | $12.5M | $12.5M | $0 | 5 | 0 |
| Jul 2019 | $12.5M | $12.5M | $0 | 5 | 0 |
| May 2019 | $12.5M | $12.5M | $0 | 5 | 0 |
| May 2019 | $12.5M | $12.5M | $0 | 5 | 0 |
| Mar 2019 | $12.5M | $12.5M | $0 | 5 | 0 |
| Mar 2018 | $0 | $0 | $0 | 1 | 0 |
| Sep 2017 | $0 | $0 | $0 | 2 | 0 |
DateJul 2019
Total AUM$12.5M
Discretionary$12.5M
Non-Disc.$0
Employees5
Clients0
DateJul 2019
Total AUM$12.5M
Discretionary$12.5M
Non-Disc.$0
Employees5
Clients0
DateMay 2019
Total AUM$12.5M
Discretionary$12.5M
Non-Disc.$0
Employees5
Clients0
DateMay 2019
Total AUM$12.5M
Discretionary$12.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$12.5M
Discretionary$12.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0