Fourth Dimension Wealth, LLC
Fourth Dimension Wealth, LLC is an SEC-registered mass-market adviser in Middleburg Heights, OH with $356.4M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Fourth Dimension Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306703, SEC 801-127881, data through 2026-06-04.
- AUM (assets under management / regulatory AUM)
- $356.4M (2026-06-04)
- Firm type
- Mass-Market Adviser
- Location
- Middleburg Heights, OH
- Employees
- 16
- Clients
- 631
- CRD
- 306703
- Ownership
- MAGERS, DOUGLAS, RYAN
How much AUM does Fourth Dimension Wealth, LLC have?
Fourth Dimension Wealth, LLC reported $356.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-04).
Who owns Fourth Dimension Wealth, LLC?
Disclosed owners and executives of Fourth Dimension Wealth, LLC include MAGERS, DOUGLAS, RYAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.