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FOURTH DIMENSION WEALTH, LLC

MIDDLEBURG HEIGHTS, OH · CRD 306703 · IAPD ↗ · cleargoalfinancial.com · 440-664-4045

$356.4MRegulatory AUM
10Advisory reps
15Employees
1Clients
11-25Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
July 2026 — FOURTH DIMENSION WEALTH, LLC changed its website from lakepointeadvisors.com to cleargoalfinancial.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
63
April 2026 — FOURTH DIMENSION WEALTH, LLC reported RAUM up 26% ($283.6M -> $356.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
April 2025 — FOURTH DIMENSION WEALTH, LLC notice-filed in IL, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — FOURTH DIMENSION WEALTH, LLC reported RAUM up 30% ($218.6M -> $283.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2025 — FOURTH DIMENSION WEALTH, LLC now reports custody of client assets ($139.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
46
July 2024 — FOURTH DIMENSION WEALTH, LLC notice-filed in CA, VA, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
May 2024 — FOURTH DIMENSION WEALTH, LLC added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.