Fourth Dimension Wealth, Llc
- Regulatory AUM
- $356M
- Discretionary
- $356M
- Clients
- 631
- Avg AUM / client
- $565K
- Accounts
- 1,134
- Employees
- 16
AUM over time
Annual snapshots from Form ADV filings · as of Jun 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 410 | $91.8M | 25.8% |
| High net worth individuals | 214 | $252M | 70.6% |
| Pension and profit sharing plans | 1 | $4.7K | 0.0% |
| Charitable organizations | 2 | $865K | 0.24% |
| Corporations and other businesses | 4 | $12.2M | 3.42% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Ladies & Gentlemen Hair Stylists, Inc. 401(k) Plan Ladies & Gentlemen Hair Stylists, Inc. | 2024 | |
| Lewco, Inc. 401 K Plan Lewco, Inc | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Douglas Ryan Magers | Ceo/Cco | Nov 2019 (7y) | 75% or more | |
| James Fredrick Collins | Registered representative | Aug 2022 (4y) | ||
| John Steven Damiano | Registered representative | Nov 2022 (4y) | ||
| Quin Robert Strouse | Registered representative | Feb 2024 (2y) | ||
| Salvatore John Dangelo | Registered representative | Apr 2024 (2y) | ||
| Joseph John Rudnicki | Registered representative | Aug 2024 (2y) | ||
| Thomas R Cirincione | Registered representative | CFA | Dec 2024 (2y) | |
| Andrew Payne Ulrich | Registered representative | CFP | Feb 2025 (1y) | |
| Christopher Lance Newcomb | Registered representative | Dec 2025 (1y) | ||
| Michael John Fedj | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Ladies & Gentlemen Hair Stylists, Inc. 401(k) Plan | Ladies & Gentlemen Hair Stylists, Inc. | 156 | $5.0M | 01/01/2024 |
| Lewco, Inc. 401 K Plan | Lewco, Inc | 509 | $16.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/04/2026 | 975 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- LPL Financial $300M (84% of AUM) Jun 2026
- Charles Schwab & Co. $56.2M (16% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 04, 2026.
View current Form ADV (SEC/IAPD) ↗