FOURTH DIMENSION WEALTH, LLC
CRD #306703 SEC #801-127881 MIDDLEBURG HEIGHTS, OH 440-664-4045
SEC Registered
Total AUM
$283.6M
Discretionary
$283.6M
Employees
15
Clients
25
Accounts
1,055
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $283.6M | $283.6M | $0 | 15 | 2 |
| Apr 2025 | $283.6M | $283.6M | $0 | 15 | 2 |
| Mar 2025 | $283.6M | $283.6M | $0 | 14 | 2 |
| Mar 2025 | $283.6M | $283.6M | $0 | 14 | 2 |
| Dec 2024 | $218.6M | $218.6M | $0 | 9 | 3 |
| Jul 2024 | $218.6M | $218.6M | $0 | 8 | 3 |
| Jun 2024 | $218.6M | $218.6M | $0 | 8 | 3 |
| Apr 2024 | $218.6M | $218.6M | $0 | 8 | 3 |
| Mar 2024 | $218.6M | $218.6M | $0 | 8 | 3 |
| Jun 2023 | $178.2M | $178.2M | $0 | 6 | 3 |
| Mar 2023 | $178.2M | $178.2M | $0 | 6 | 3 |
DateJul 2025
Total AUM$283.6M
Discretionary$283.6M
Non-Disc.$0
Employees15
Clients2
DateApr 2025
Total AUM$283.6M
Discretionary$283.6M
Non-Disc.$0
Employees15
Clients2
DateMar 2025
Total AUM$283.6M
Discretionary$283.6M
Non-Disc.$0
Employees14
Clients2
DateMar 2025
Total AUM$283.6M
Discretionary$283.6M
Non-Disc.$0
Employees14
Clients2
DateDec 2024
Total AUM$218.6M
Discretionary$218.6M
Non-Disc.$0
Employees9
Clients3
DateJul 2024
Total AUM$218.6M
Discretionary$218.6M
Non-Disc.$0
Employees8
Clients3
DateJun 2024
Total AUM$218.6M
Discretionary$218.6M
Non-Disc.$0
Employees8
Clients3
DateApr 2024
Total AUM$218.6M
Discretionary$218.6M
Non-Disc.$0
Employees8
Clients3
DateMar 2024
Total AUM$218.6M
Discretionary$218.6M
Non-Disc.$0
Employees8
Clients3
DateJun 2023
Total AUM$178.2M
Discretionary$178.2M
Non-Disc.$0
Employees6
Clients3
DateMar 2023
Total AUM$178.2M
Discretionary$178.2M
Non-Disc.$0
Employees6
Clients3