MIDDLEBURG HEIGHTS, OHCRD 306703Latest ADV March 31, 2026
Fourth Dimension Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Middleburg Heights, OH. Its latest Form ADV filing, dated March 31, 2026, reports $356M in regulatory assets under management, 15 employees, 2 offices, and 1,134 accounts.
Assets Under Management
$356M
Employees
15
Offices
2 offices
Total Clients
631
Primary office
MIDDLEBURG HEIGHTS, OH
16600 SPRAGUE RD, SUITE 450, MIDDLEBURG HEIGHTS, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.0% of total clients.
Top client categories% of clientsClients
1
Individuals
65.0%
410
2
HNWI
33.9%
214
3
Corporations
0.6%
4
4
Charitable
0.3%
2
5
Pension Plans
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$356Mas of March 31, 2026
Discretionary100.0%
$356M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$356M
Total Accounts1,134
10Y AUM Change+$178M (+100.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee42:1
10Y Employee Change+9 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.