FOURTH DIMENSION WEALTH, LLC

FOURTH DIMENSION WEALTH, LLC of MIDDLEBURG HEIGHTS, OH is an SEC-registered investment adviser (CRD 306703). Regulatory assets under management: $356.4M.

Registration

• CRD: 306703
• SEC file number: 801-127881
• Type: Registered investment adviser
• Location: 16600 SPRAGUE RD, SUITE 450, MIDDLEBURG HEIGHTS, OH, 44130
• Phone: 440-664-4045
• Latest filing: 2026-06-04
• Regulatory AUM: $356.4M
• Discretionary AUM: $356.4M
• Clients: 16
• Accounts: 1,134

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Corporations.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306703 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search