3D WEALTH RIA, LLC

3D WEALTH RIA, LLC of LOCUST VALLEY, NY is an SEC-registered investment adviser (CRD 289081). Regulatory assets under management: $12.5M.

Registration

• CRD: 289081
• SEC file number: 801-111887
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• CRD 289081 on SEC IAPD (source of record)
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