3D Wealth RIA LLC
Legal Name: 3D WEALTH RIA, LLC
Full Contact Details
3D Wealth RIA LLC
152 FOREST AVE., LOCUST VALLEY, NY
516-759-3900
516-759-3928
Other Info
3D Wealth RIA LLC, also known as 3D WEALTH RIA, LLC, is a South Dakota-based limited liability company with five employees, all of them serving as advisors. Unfortunately, the number of clients served by the firm is unknown, but its last reported status from the SEC is 120-Day Approval.
Direct Owners
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3 DIMENSIONAL WEALTH ADVISORY, LLC
SHAREHOLDER owns 75% or more
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MONROE M DIEFENDORF
PRESIDENT/CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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SOUTH DAKOTA TRUST COMPANY, LLC
TRUSTEE
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THE DIEFENDORF FAMILY 2011 DYNASTY TRUST
SHAREHOLDER owns 75% or more