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| Keyboard |
| Wealth Dimensions Family Office Inc
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|---|---|
| CRD # | 266787 |
| SEC # | 801-100393 |
| CIK # | |
| AUM | 625.9 M (2025-09-25) |
| Employees | 16 (62% Investors, 0% Brokers) |
| Phone | 513-945-1030 |
| Address | 7870 E Kemper Road Cincinnati, OH 45249 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 13 | 625.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 3 | 0.6 |
| Total | 134 | 625.9 |
| By Discretionary | ||
| Discretionary | 134 | 625.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 134 | 625.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 625.9 | |
| Total | 134 | 625.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Capshift Advisors LLC
✚
|
MA | 628.0 M |
|
Findec Wealth Services Inc
✚
|
CA | 627.9 M |
|
Aljian Capital Management LLC
✚
|
NV | 627.8 M |
|
Centrica Wealth Management LLC
✚
|
FL | 627.4 M |
|
Winslow Asset Management Inc
✚
|
OH | 626.7 M |
|
Butensky & Cohen Financial Security Inc
✚
|
FL | 626.0 M |
|
Rialto Wealth Management LLC
✚
|
NY | 625.9 M |
|
Impact Capital Partners LLC
✚
|
CO | 625.6 M |
|
Brave Asset Management Inc
✚
|
NJ | 624.3 M |
|
Riverview Capital Advisers LLC
✚
|
MA | 624.1 M |