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WEALTH DIMENSIONS GROUP, LTD.
CRD 107618 · SEC 801-37668
7870 E KEMPER ROAD, SUITE 210, CINCINNATI, OH, 45249, United States
Phone
513-554-6000
Fax
513-554-6006
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.24B
Discretionary AUM
$1.22B
Team
21 total employees; 12 advisory reps; 15 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsTAX AND BUSINESS CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 330 | $79.5M |
| High net worth individuals | 374 | $1.02B |
| Pension/profit sharing plans | 33 | $79.6M |
| Charitable organizations | 12 | $34.9M |
| Corporations/business entities | 20 | $19.0M |
States served
CA, CO, IN, KY, MI, NY, NC, OH, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD