Fourth Dimension Wealth, LLC logo

Fourth Dimension Wealth, LLC

Updated today

Client assets under management

$343,387,866

Clients

624

34% high-net-worth

Advisors

9

of 15 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

69

High

Average account size

$550,301

About

Fourth Dimension Wealth serves individuals, trusts, estates, corporations and retirement plans with discretionary and non‑discretionary investment management and personal financial planning. Its advisory services include customized asset allocation, implementation through multiple custodians, and planning areas such as retirement, education, estate and gift planning, income tax planning, charitable gift planning, and strategies for stock options and restricted stock.

FDW’s investment approach is individualized: each investment adviser representative develops asset allocations based on a client’s goals, risk tolerance and time horizon, and portfolios are actively monitored and managed using a mix of techniques (charting, fundamental and technical analysis). Client accounts may hold equities, fixed income, mutual funds, ETFs (including crypto ETFs in limited cases), options and other instruments, and clients may place reasonable investment restrictions while being advised that rebalancing and trades can create taxable events.

Compared with many peers, FDW emphasizes ongoing client communications and education: the firm provides detailed quarterly performance reports and other ongoing disclosures and participates in or hosts client workshops and seminars with third‑party support. Some of its advisor representatives hold accounting credentials and may offer accounting‑related services, although FDW states it does not provide legal or accounting services and clients are not required to use those services.

Client services

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops

Expertise

Equity compensation tax strategy Income planning General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Personal Financial Planning Services fees usually range from $2,500 to $5,000, average approximately $4,000, depending on complexity

Project-based

$200 per hour for discrete Personal Financial Planning Services or if plan preparation is cancelled before completion

Main office location

Fourth Dimension Wealth, LLC

16600 Sprague Rd, Suite 450

Middleburg Heights OH 44130, United States

Number of offices

3

Most active in

California · Florida · Illinois · Michigan · North Carolina · Ohio · South Carolina · Texas · Virginia · West Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Joseph R

Series 65

Middleburg Heights, OH

Fourth Dimension Wealth, LLC

Joseph Rudnicki is a financial advisor at Fourth Dimension Wealth, LLC with 11 years of industry experience. He holds a Series 65 designation and previously worked at Strategic Wealth Partners and The Prudential Insurance Company of America. Outside of his advisory role, he coaches cheerleading at a local dance and cheer facility. Fourth Dimension Wealth serves individuals, trusts, estates, corporations, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party advisory programs. The firm customizes asset allocations using various analytical methods and actively manages diversified portfolios while offering detailed reporting and educational outreach.

Equity compensation tax strategy Income planning General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Andrew U

CFP®, Series 66

Middleburg Heights, OH

Fourth Dimension Wealth, LLC

Andrew Ulrich is a CFP® and Series 66-licensed advisor with Fourth Dimension Wealth, LLC, based in Middleburg Heights, Ohio. He has three years of industry experience, including roles at LPL Financial and Hyland Software. Outside of advising, he provides administrative support to Fourth Dimension Wealth, focusing full-time on this activity. Fourth Dimension Wealth, LLC serves individuals, trusts, estates, corporations, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party advisory programs. The firm employs a range of analytical methods to tailor asset allocations and provides detailed quarterly performance reports alongside educational outreach initiatives.

Equity compensation tax strategy Income planning General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

John D

Series 63, Series 65

Middleburg Heights, OH

Fourth Dimension Wealth, LLC

John Damiano is a financial advisor with LPL Financial based in Strongsville, Ohio, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, and Stratos Wealth Partners. He also provides investment advisory services through Fourth Dimension Wealth, LLC, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports a broad range of investment solutions, combining in-house research with third-party managers and customizable strategies delivered through a large network of investment adviser representatives.

Equity compensation tax strategy Income planning General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Salvatore D

Series 63, Series 66

Middleburg Heights, OH

Fourth Dimension Wealth, LLC

Salvatore Dangelo is a financial advisor at Fourth Dimension Wealth, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera Advisors LLC, Stratos Wealth Partners, Ltd, and LPL Financial LLC. He is an advisory board member of the Nick D’Angelo Fund, a charitable fund that recommends charitable gifts and investment strategies. Fourth Dimension Wealth, LLC serves individuals, trusts, estates, corporations, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party advisory programs. The firm tailors asset allocations to client objectives using a variety of analytical methods and offers ongoing account monitoring and detailed quarterly performance reporting.

Equity compensation tax strategy Income planning General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Thomas C

CFA®

Middleburg Heights, OH

Fourth Dimension Wealth, LLC

Thomas Cirincione is a CFA® charterholder with one year of experience in financial advising, currently with Fourth Dimension Wealth, LLC. He previously worked at Huntington Bank for 13 years. Outside of his advisory role, he serves as a board member for the nonprofit LifeAct and is president of the Cleveland Italian Ancestry Organization. Fourth Dimension Wealth, LLC serves individuals, trusts, estates, corporations, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and access to various advisory programs. The firm tailors asset allocations to client objectives using a mix of analytical methods and offers detailed reporting and educational outreach.

Equity compensation tax strategy Income planning General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

James C

Series 66

Middleburg Heights, OH

Fourth Dimension Wealth, LLC

James Collins is a financial advisor at Fourth Dimension Wealth, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, LPL Financial LLC, Semper Fidelis Financial, and Hill, Stonestreet & Co. CPAs. Collins is also a Major and reservist in the United States Marine Corps and is involved in leadership development through The Athena Group. Fourth Dimension Wealth, LLC serves individuals, trusts, estates, corporations, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party and model advisory programs. The firm tailors asset allocations to client objectives using various analytical methods and actively manages portfolios across a broad range of securities, while offering detailed performance reporting and educational outreach.

Equity compensation tax strategy Income planning General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Christopher N

Series 65

Middleburg Heights, OH

Fourth Dimension Wealth, LLC

Christopher Newcomb is a Series 65-credentialed advisor with one year of experience at Fourth Dimension Wealth, LLC. He previously worked at Huntington Bank for nine years and Firstmerit Bank for fourteen years. Fourth Dimension Wealth, LLC serves individuals, trusts, estates, corporations, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party advisory programs. The firm employs a range of analytical methods and offers detailed quarterly performance reports, ongoing account monitoring, and educational outreach.

Equity compensation tax strategy Income planning General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Douglas M

Series 66

Middleburg Heights, OH

Fourth Dimension Wealth, LLC

Douglas Magers is a financial advisor with Fourth Dimension Wealth, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Fourth Dimension Wealth since 2020 and has prior experience with LPL Financial LLC and Stratos Wealth Partners, LTD. In addition to his advisory role, Magers is involved in non-investment businesses including retail furniture and electronics, as well as a yacht charter company. Fourth Dimension Wealth, LLC serves individuals, trusts, estates, corporations, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party and model advisory programs. The firm tailors asset allocations to client objectives using a mix of analytical methods and actively manages diverse portfolios, offering detailed quarterly performance reports and educational outreach.

Equity compensation tax strategy Income planning General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Quin S

Series 66

Middleburg Heights, OH

Fourth Dimension Wealth, LLC

Quin Strouse is a financial advisor with Fourth Dimension Wealth, LLC in Millersburg, Ohio. He holds a Series 66 designation and has two years of industry experience, including prior roles at LPL Financial and Design Outreach. Strouse serves as a board member for Design Outreach, Inc., a nonprofit organization focused on vision, administration, and fundraising. Fourth Dimension Wealth, LLC serves individuals, trusts, estates, corporations, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party advisory programs. The firm customizes asset allocations based on client objectives and employs a mix of analytical methods while actively managing diversified portfolios.

Equity compensation tax strategy Income planning General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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