This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=6.0

Regulatory AUM

$356MItem 5.F on the latest filing (2026-06-04); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$356M

Private client RAUM

$343MderivedItem 5.D individuals plus high net worth individuals

Private client share

96%derivedprivate client RAUM over total RAUM

Advisors on IAPD

10

RAUM per advisor

$35.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

16

Advisory employees

11

Offices

2Schedule D 1.F, beyond the principal office

Accounts

1,134

Individual clients

410

High net worth clients

214

Custody, client assets

$191M

SEC number

801-127881

CRD

306703

Filings on the tape

11

First filed

Mar 31, 2023

Latest filed

Jun 4, 2026

Organised

Limited Liability Company, OH

Website

cleargoalfinancial.com

• Occurred

  Nov 16, 2023
  Advisor changed firm

  Philip O'Toole left Fourth Dimension Wealth, Llc for Beacon Financial Advisory Llc (registered 2023-11-09)

  Form ADVobserved 4 days ago
• Occurred

  Mar 31, 2023
  First Form ADV filing

  Fourth Dimension Wealth, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e2a38129-8412-46ff-8a4d-94834c91de13

First observed

Mar 31, 2023

Last observed

Jun 4, 2026 3 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.