Fourth Dimension Wealth, LLC
● SEC registered since 2023CRD 306703SEC# 801-127881Middleburg Heights, OH
Reg. AUM
$356.4M
Employees
15
Accounts
1,134
Location
Middleburg Heights, OH
About Fourth Dimension Wealth
Fourth Dimension Wealth, operating as Clear Goal Financial, specializes in comprehensive financial planning strategies across life stages. Its planning covers short-term education saving through longer-term goals alongside insurance and retirement resources.
Summary based on the firm’s website.
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 $356.4 million in regulatory assets under management and employs 15 people.
Fourth Dimension Wealth, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Douglas Ryan Magers Control | Ceo/Cco | Over 75% | 2019 |
Frequently asked questions
How much does Fourth Dimension Wealth, LLC manage?
Fourth Dimension Wealth, LLC reports $356.4 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
| Address | 16600 Sprague Rd, Suite 450, Middleburg Heights, OH 44130 |
| Phone | 440-664-4045 |
| Fax | 440-224-8278 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$356.4M▲ 26%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,389 advisers
EmployeesTop 30%
More than 70% of 16,799 advisers
Assets under management
$356.4Mregulatory AUM
Discretionary $356.4M