# 3D WEALTH RIA, LLC

3D WEALTH RIA, LLC of LOCUST VALLEY, NY is an SEC-registered investment adviser.

## Registration

- CRD: 289081
- Type: SEC-registered investment adviser
- SEC file number: 801-111887
- Location: 152 FOREST AVE., LOCUST VALLEY, NY, 11560
- Phone: 516-759-3900
- Latest filing: 2019-07-11
- Regulatory AUM: $12.5M
- Discretionary AUM: $12.5M
- Clients: 5
- Accounts: 25

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| DIEFENDORF MONROE M | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289081/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289081/similar
- Related entities: https://search.stillhousedata.com/firm/289081/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289081

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.