3 Dimensional Wealth Advisory is a family office - multi based in Locust Valley, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
The mission of 3 Dimensional Wealth Advisory, is to help create and preserve the values and val«les of families in perpetuity. 3 Dimensional Wealth Advisory is a \"total wealth\" management firm with a unique approach to financial planning. \ \ By redefining wealth in 3 dimensions, one must look beyond the traditional, 1-dimensional approaches to managing financial wealth, and incorporate ones personal and social wealth. Our incorporation of values-based planning will provide a practical path for preparing heirs to create, protect, and preserve their own 3-dimensional wealth. \ \ Total wealth management services the firm offers inclÞ: asset management, employee benefits, fee-based financial planning, 401k, insurance, multi-generational family wealth counseling, retirement planning, tax planning, and trust services.\ \ Diefendorf Capital was founded by Warren T. Diefendorf in 1875, the Diefendorf legacy has been maintained by Warren E. Diefendorf, Monroe M. Diefendorf, Sr., and now Monroe M. Diefendorf, Jr.\ \ On February 7, 2014 Diefendorf Capital became 3 Dimensional Wealth Advisory to maintain the sustainability of the firm into the 22nd century.
Investment types: Investment Funds, Joint Venture/Partner, Private Equity, Venture Capital - Early Stage, Venture Capital
Sectors & themes: Consumer Banking, Debt Management, Equity/Mutual Funds, ETFs, Investment Management, Legal & Tax Services, Retirement Planning, Startups & Management, Trust Management, Wealth & Estate Planning, Alternative Investments, Banking, Finance, Financial Services, Traditional Investments (Liquid Assets)
Preferred geographies: United States
Location: 168 Forest Avenue\\nLocust Valley\\nNew York\\n11560\\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.