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3 Dimensional Wealth Advisory, LLC Employee Directory

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.

Find 3 Dimensional Wealth Advisory, LLC employees' phone numbers or email addresses

3 Dimensional Wealth Advisory, LLC Global Highlights

Location
Employees

North America
3

Minus sign iconPlus sign icon
  • United States Of America
    3

3 Dimensional Wealth Advisory, LLC's Leadership

  • Stylized image of a person
    M. D.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. N.
    Partner
    Phone icon
    Mobile Phone

3 Dimensional Wealth Advisory, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from 3 Dimensional Wealth Advisory, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. N.
    Partner
    Phone icon
    Mobile Phone
    Jul 17, 2025
  • Stylized image of a person
    M. D.
    Chief Executive Officer
    Phone icon
    Mobile Phone
    United StatesNew York
    Feb 19, 2024

Frequently Asked Questions

What is 3 Dimensional Wealth Advisory, LLC known for?

Minus sign iconPlus sign icon3 Dimensional Wealth Advisory, LLC operates in the Financial Services industry. The company's main headquarters is located in Locust Valley, New York United States. Explore 3 Dimensional Wealth Advisory, LLC's company overview page for more information.

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

Minus sign iconPlus sign icon3 Dimensional Wealth Advisory, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more 3 Dimensional Wealth Advisory, LLC email formats with LeadIQ.

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

Minus sign iconPlus sign icon3 Dimensional Wealth Advisory, LLC has approximately 11 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are 3 Dimensional Wealth Advisory, LLC's key employees and leadership?

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As of February 2026, 3 Dimensional Wealth Advisory, LLC's key employees include:

  • Chief Executive Officer: M. D.
  • Partner: C. N.

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