Insights

Total Wealth Position the firm as a holistic, multi-dimensional wealth partner that integrates financial planning with personal and social wealth to differentiate from traditional one-dimensional advisors, opening cross-sell opportunities with families seeking legacy and values-based strategies.

Family Legacy Target high-net-worth family segments in Locust Valley and surrounding regions by emphasizing long-term stewardship, heir preparation, and preservation of wealth across generations to fuel conversations about trust services, estate planning, and family governance.

Growth Readiness Leverage the mid-size firm profile (11-50 employees) to offer bespoke, high-touch advisory services and scalable technology-enabled planning, appealing to prospects who want personalized attention with a modern, responsive service model.

Digital Footprint Highlight the firm’s tech stack and online capabilities as a selling point to tech-savvy clients, while exploring partnerships or integrations with other fintech tools to enhance reporting, data aggregation, and seamless client experience.

Growth Potential With revenue in the low-to-mid single digits and a long-standing legacy back to 139 years, pursue opportunities with regional affiliates or independent broker-dealers seeking to diversify offerings into values-based planning, total wealth management, and family governance.

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3 Dimensional Wealth Advisory, LLC Tech Stack

3 Dimensional Wealth Advisory, LLC uses 8 technology products and services including Register.com, Font Awesome, Google Fonts API, and more. Explore 3 Dimensional Wealth Advisory, LLC's tech stack below.

Register.com
Domain Name Services
Font Awesome
Font Scripts
Google Fonts API
Font Scripts
Google Maps
Maps
HSTS
Security
HTTP/3
Web & Portal Technology
GoDaddy CoBlocks
Web Platform Extensions
OpenResty
Web Servers

Media & News

3 Dimensional Wealth Advisory, LLC's Email Address Formats

3 Dimensional Wealth Advisory, LLC uses at least 1 format(s):

3 Dimensional Wealth Advisory, LLC Email Formats	Example	Percentage
First.Last@3dwealthadvisory.com	John.Doe@3dwealthadvisory.com	64%
Last@3dwealthadvisory.com	Doe@3dwealthadvisory.com	15%
FLast@3dwealthadvisory.com	JDoe@3dwealthadvisory.com	14%
First@3dwealthadvisory.com	John@3dwealthadvisory.com	7%

Frequently Asked Questions

Where is 3 Dimensional Wealth Advisory, LLC's headquarters located?

3 Dimensional Wealth Advisory, LLC's main headquarters is located at Locust Valley, New York United States. The company has employees across 1 continents, including North America.

What is 3 Dimensional Wealth Advisory, LLC's official website and social media links?

3 Dimensional Wealth Advisory, LLC's official website is 3dwealthadvisory.com and has social profiles on LinkedIn.

What is 3 Dimensional Wealth Advisory, LLC's NAICS code?

3 Dimensional Wealth Advisory, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does 3 Dimensional Wealth Advisory, LLC have currently?

As of February 2026, 3 Dimensional Wealth Advisory, LLC has approximately 11 employees across 1 continents, including North America. Key team members include Chief Executive Officer: M. D.Partner: C. N.. Explore 3 Dimensional Wealth Advisory, LLC's employee directory with LeadIQ.

What industry does 3 Dimensional Wealth Advisory, LLC belong to?

3 Dimensional Wealth Advisory, LLC operates in the Financial Services industry.

What technology does 3 Dimensional Wealth Advisory, LLC use?

3 Dimensional Wealth Advisory, LLC's tech stack includes Register.comFont AwesomeGoogle Fonts APIGoogle MapsHSTSHTTP/3GoDaddy CoBlocksOpenResty.

What is 3 Dimensional Wealth Advisory, LLC's email format?

3 Dimensional Wealth Advisory, LLC's email format typically follows the pattern of First.Last@3dwealthadvisory.com. Find more 3 Dimensional Wealth Advisory, LLC email formats with LeadIQ.

3 Dimensional Wealth Advisory, LLC

Q: What technology does 3 Dimensional Wealth Advisory, LLC use?

3 Dimensional Wealth Advisory, LLC's tech stack includes Google Maps, jQuery Migrate, HSTS, Cloudflare Bot Management, GoDaddy CoBlocks.

Q: What is 3 Dimensional Wealth Advisory, LLC's NAICS code?

3 Dimensional Wealth Advisory, LLC's NAICS code is 52 (Finance and Insurance).

Financial ServicesNew York, United States11-50 Employees

3 Dimensional Wealth Advisory, LLC is a financial services firm based in Locust Valley, New York. It pursues a Total Wealth approach that broadens traditional wealth concepts to include personal and social capital in financial planning. The firm operates with a small professional staff and uses a values-based framework to help families create, preserve, and pass on their values and valuables across generations.

Historically, the company traces its lineage to Diefendorf Capital Planning Associates and rebranded in February 2014 when CEO Roey Diefendorf removed the family name after 139 years of operation. The firm positions itself within the financial services industry as a long-term, heirs-focused planner, emphasizing the stewardship of multiple dimensions of wealth.