Investment adviser · CRD 306703
FOURTH DIMENSION WEALTH, LLC
Investment adviser filing (IA)
MIDDLEBURG HEIGHTS, OH, United States · Form ADV filed Jun 4, 2026
- Regulatory AUM
- $356M Form ADV · Item 5.F
- Client accounts
- 1,134 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 214 | $251,571,056 | 70.6% |
| Individuals | 410 | $91,816,810 | 25.8% |
| Corporations & businesses | Fewer than 5 | $12,185,326 | 3.4% |
| Charities | Fewer than 5 | $864,662 | 0.2% |
| Retirement plans | Fewer than 5 | $4,698 | 0.0% |
Filing source
Form ADV 2110714 · Jun 4, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 4, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
16600 SPRAGUE RD, SUITE 450MIDDLEBURG HEIGHTS, OH, 44130, United States
CRD 306703
Filing source
Form ADV 2110714 · Jun 4, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.