CRD: 306703
Fourth Dimension Wealth, LLC
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Summit
- Established Date
- 03-18-2020
- Office Locations
- 3
Office Locations
About Fourth Dimension Wealth, LLC
Fourth Dimension Wealth, LLC is an Ohio-based RIA providing integrated tax strategy, investment management, holistic financial planning, and estate planning. The team focuses on pre-retirees, affluent investors seeking wealth preservation, and small business owners, building diversified portfolios tailored to risk tolerance, objectives, and time horizon. Client assets are custodied through Charles Schwab and LPL Financial.
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Owner & Executives
DOUGLAS RYAN MAGERS
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4012522
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Thomas R Cirincione
Wealth Advisor
- CRD
- #8011975
James Fredrick Collins
Chief Compliance Officer, Managing Partner, President
- CRD
- #6568720
Fusion meridian
North glacier
- CRD
- #86795
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $356,442,552 | $314,323 |
| Non-Discretionary | $0 | -- |
| Total | $356,442,552 | $314,323 |
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Separately Managed Accounts
Total SMA Asset: $356,442,552
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,277,021,480 | 27.2% |
| Equity - Exchange | $1,671,395,761 | 35.6% |
| Cash | $1,746,514,671 | 37.2% |
| Total | $4,694,931,912 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE MERIDIAN MERIDIAN | SUMMIT EAGLE | HNY3TGG0P | CEFW | 5.53% | $112,357,864 |
| BRIDGE UNISON | BRIDGE ZENITH | 52Q4X5FX8 | CPD | 6.19% | $105,456,517 |
| MERIDIAN SIGNAL | CAPITAL UNISON | POHNB0Q21 | WWZW | 1.67% | $8,115,784 |
| CATALYST VITAL | PRIME FOCUS | NXAYDAXI3 | UPJ | 8.92% | $39,387,643 |
| INSIGHT BRIDGE TIMBER | VITAL SUMMIT | D2QV3C6C5 | TEA | 8.19% | $114,768,410 |
| EMBER QUANTUM OAK | VERTEX MOMENTUM | 9BEC7G7SV | XDTV | 1.07% | $89,469,897 |
| VALUE VITAL | BEACON TIMBER | HG1USFPD3 | OVSD | 10.56% | $48,314,384 |
| VERTEX SIGNAL VITAL | ALPHA BRIDGE | IMM3G74JJ | POX | 10.08% | $19,217,186 |