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Fourth Dimension Wealth, LLC

● SEC registered since 2023CRD 306703SEC# 801-127881Middleburg Heights, OH
Export (members)
Reg. AUM
$283.6M
Employees
15
Accounts
1,055
Location
Middleburg Heights, OH

Fourth Dimension Wealth, LLC assets under management

Fourth Dimension Wealth, LLC is a registered investment adviser overseen by the SEC based in Middleburg Heights, OH. The firm has been registered since 2023. It reports $283.6 million in regulatory assets under management and employs 15 people.
www.cleargoalfinancial.comView on SEC.gov ↗

Fourth Dimension Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
Douglas Ryan Magers ControlCeo/CcoOver 75%2019

Frequently asked questions

How much does Fourth Dimension Wealth, LLC manage?

Fourth Dimension Wealth, LLC reports $283.6 million in regulatory assets under management on its Form ADV.

How many employees does Fourth Dimension Wealth, LLC have?

Fourth Dimension Wealth, LLC reports 15 employees.

Where is Fourth Dimension Wealth, LLC located?

Fourth Dimension Wealth, LLC is based in Middleburg Heights, OH and has been SEC-registered since 2023.

Does Fourth Dimension Wealth, LLC disclose fund performance?

Fourth Dimension Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address16600 Sprague Rd, Suite 450, Middleburg Heights, OH 44130
Phone440-664-4045
Fax440-224-8278
Office hours9:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$283.6M
Non-discretionary$0
Total (RAUM)$283.6M