Fourth Dimension Wealth, LLC

$356.4MAssets under management
as of Oct 2026 · SEC Form ADV
Middleburg Heights, OH
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Tech stack

No one at Fourth Dimension Wealth, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Fourth Dimension Wealth, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
LPL Financial
Per Form ADV · $203M held · filed Dec 2024