Andrew Payne Ulrich
Investment adviser representative at Fourth Dimension Wealth, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$356.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Fourth Dimension Wealth, LLCMar 2022 to now
- LPL FinancialMar 2022 to now
- Hyland SoftwareMar 2020 to Apr 2022
- John Carroll UniversityAug 2018 to May 2022
- Beechmont Country ClubFeb 2018 to Sep 2020
- Mitchell's Ice CreamApr 2016 to Jan 2018
- St. Ignatius High SchoolAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
Fourth Dimension Wealth, LLC
$356.4MAssets managed
631Clients
9Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7518393
- Firm CRD
- 306703