Introduction Fourth Dimension Wealth, LLC (“FDW”) is an independent investment advisory firm formed in 2019, registered with the SEC and is an S-Corporation company formed under the laws of the State of Ohio. FDW was founded by Doug Magers who is the sole owner, Principal and Chief Compliance Officer of the firm, which began offering advisory services in March 2020. FDW’s advisory services are made available to clients primary through individuals associated with FDW as investment adviser representatives (“IARs”). For more information about the IARs providing advisory services, clients should refer to the Brochure Supplement for his or her IAR. The Brochure Supplement is a separate document that is provided by the IAR along with this Brochure before or at the time client engages the IAR. Types of Advisory Services FDW offers various types of advisory services and programs, including but not limited to: asset allocation programs, advisory programs offered by third party investment advisor firms, and financial planning services. This Brochure provides information about FDW Managed Account and financial planning services. FDW currently has agreements LPL Financial Corporation (“LPL”) Member FINRA/SIPC. FDW offers customized individually managed portfolios or management based on model accounts. FDW IARs will determine and present to clients an asset allocation specific to the client based upon a client’s individual investment goals, objectives, risk tolerance, and investment time horizon. All clients have the ability to place reasonable restrictions on the types of investments that may be purchased in an account. Clients may also place reasonable limitations on the discretionary power granted to our firm so long as the limitations are specifically set forth or included as an attachment to the client agreement. Personal Financial Planning Services Under our Financial Planning & Consulting Services, FDW, through its IARs, provides personal financial planning and consulting services tailored to the individual needs of the client. The scope of Services is determined between the client and IAR and may range from comprehensive financial planning to consulting on a particular issue, including focus on topics such as retirement planning, education planning, estate planning, cash flow/budget planning, risk management planning, personal wealth planning, tax planning, business planning, investment planning/asset allocation, or such other financial planning or consulting services needs as designated in the advisory agreement. FDW and IAR will not have any discretionary investment authority when offering financial planning or consulting services nor do these services include implementing or monitoring of any recommendations provided by the IAR to client. FDW provides customized personal financial planning services in the following areas:
• Investment Portfolio Asset Allocation and Investment Recommendations
• Investment and Tax Strategies for Stock Options and Restricted Stock
• Income Tax Planning
• Retirement Planning
• Estate and Gift Planning
• Charitable Gift Planning
• Saving and Paying for Education Expenses
• Insurance Policy Reviews
• Employee Benefit Reviews
• Cash Flow Planning and Debt Management New clients are encouraged to have a comprehensive personal financial plan prepared at the beginning of their relationship with FDW. A comprehensive personal financial plan covers all of the areas listed above. At its sole discretion, FDW may provide personal financial planning recommendations for only those areas listed above that are relevant to the client’s situation. Periodic updates to a client's

personal financial plan are prepared at the request of the client or as changing client circumstances warrant. Implementation of the personal financial planning recommendations is not included in Personal Financial Planning Services. Clients desiring implementation of their personal financial planning recommendations may engage FDW to do so through Investment Management Services. FDW is not licensed to engage in the practice of law or accounting and, consequently, will offer no legal or accounting advice when preparing the personal financial plan. None of the fee for services under this Agreement relates to accounting or legal services. If such services are necessary, it shall be the responsibility of the Client to obtain them. Investment Management Services The client pays a fee to FDW and ticket or transaction charges on each transaction executed in the account. The exception is that there may be a select listing of securities (typically reserved to mutual funds) for which no transaction fees will be assessed. However, the security may be subject to a holding period to avoid early liquidation fees. For securities with holding periods, clients are not prevented from liquidating during the holding periods, however, there is a fee associated with liquidations during the holding period. Clients’ portfolios may consist of stocks, bonds, no-load and/or load mutual funds and cash or cash equivalents, or other securities deemed appropriate and suitable for the client by FDW IAR. Accounts are managed on a discretionary and non-discretionary basis as agreed to between the Client and the IAR. Non- discretionary accounts require the IAR to discuss any and all changes in the client’s portfolio with the Client, and receiving Client approval, prior to execution of the transactions. For discretionary accounts, IAR will make changes within the Client’s portfolio as deemed appropriate by IAR without delay and without contacting the Client prior to the transaction. Clients will receive confirmations and statements from LPL Financial reflecting all transactions in their account. However, in no circumstances shall FDW or IAR have the discretionary authority to close the account or withdraw funds or securities, with the exception of FDW’s advisory fees on a quarterly basis. FDW provides asset management services on an ongoing basis based on the individual needs of the client. The management program through FDW offers clients flexibility among payment structures, custodians, and management styles. Management will be on an active basis. Thus, FDW IARs will actively monitor the assets in the account and make changes or recommendations deemed appropriate in light of the circumstances in the market, based upon the expertise of IAR. Clients’ portfolios may consist of stocks, bonds, ETF/ETNs, no-load and/or load mutual funds and cash or cash equivalents, or other securities deemed appropriate and suitable to the client by FDW. If the FDW account is opened containing existing securities previously purchased or is opened with cash proceeds from the sale of securities, the brokerage firm executing the trades at that time, may have already received commissions on the purchase. Additional commissions will not be charged, however, the fees discussed below will be charged. Clients are advised that transactions in the account, account reallocations and rebalancing may trigger a taxable event for the client, with the exception of transactions in IRA accounts, 403(b) accounts and other qualified retirement accounts. FDW does not offer tax advice and clients are urged to consult with their tax advisers. As of December 31, 2023 FDW has approximately $218,593,366 in client assets under discretionary management.