Key facts
- 3 Dimensional Wealth Advisory is a family office based in Locust Valley, New York.
- The team roster lists 4 people.
About 3 Dimensional Wealth Advisory
3 Dimensional Wealth Family Office Services (3D Wealth) is a multi-family office based in Locust Valley, New York. Established in 1875, the firm provides a broad scope of specialized services in order to assist with financial and lifestyle management. The firm operates as a subsidiary of 3 Dimensional Wealth Advisory. The assets of the firm are managed by the executive management team.
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Portfolio
Portfolio — not yet on record
No portfolio companies for 3 Dimensional Wealth Advisory are on record yet. Positions surface from round participations, filings, and coverage.
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Team
4 people on record — 4 with verified contacts
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.