Fourth Dimension Wealth, LLC
Fourth Dimension Wealth, LLC (FDW) is an independent investment advisory firm headquartered in Middleburg Heights, Ohio. Founded in 2019 by Doug Magers, the firm is registered with the SEC and operates as an S-Corporation. FDW offers personalized financial planning and investment advisory services, including asset allocation, managed accounts, and financial consulting, primarily serving individuals, high net-worth clients, and some business entities. The firm employs approximately 8 to 15 staff, with a majority being investment advisers and support personnel.
Investment Strategy
Fourth Dimension Wealth provides discretionary and non-discretionary investment advisory services tailored to clients’ individual investment goals, objectives, risk tolerance, and time horizons. The firm constructs custom asset allocation strategies, manages individually tailored portfolios, and employs financial planning services that span retirement, estate, tax, education, and risk management planning. FDW engages with clients to incorporate specific investment preferences or restrictions, with accounts typically held at LPL Financial. Their investment approach emphasizes customized strategies and open client communication.
Top Holdings
Equity Positions (602)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPTM | SPDR PORTFOLIO | 5.31% | $12.6M | 167,751 | $71.78 | $74.89 | +$2.3M |
X XLK | TECHNOLOGY SELECT | 5.05% | $12.0M | 47,195 | $233.89 | $253.23 | +$2.9M |
A AAPL | APPLE INC | 4.80% | $11.4M | 55,433 | $246.87 | $205.17 | -$1.4M |
J JMBS | JANUS HENDERSON | 4.49% | $10.6M | 236,228 | $44.58 | $45.05 | +$1.3M |
S SPTI | SPDR INTERMEDIATE | 3.54% | $8.4M | 291,103 | $28.17 | $28.77 | +$1.0M |