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| Happy Holidays!! thanks for using AUM13F!! |
| Wealth Dimensions Family Office Inc
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|---|---|
| CRD # | 266787 |
| SEC # | 801-100393 |
| CIK # | |
| AUM | $583.8 M (2025-03-31) |
| Employees | 16 (69% Investors, 0% Brokers) |
| Phone | 513-945-1030 |
| Address | 7870 E Kemper Road Cincinnati, OH 45249 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 12 | 583.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 3 | 0.6 |
| Total | 118 | 583.8 |
| By Discretionary | ||
| Discretionary | 118 | 583.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 118 | 583.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 583.8 | |
| Total | 118 | 583.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stolper & Company
✚
|
CA | 0.6 |
|
Spirit of America Management Corp
✚
|
NY | 0.6 |
|
Ma Private Wealth LLC
✚
|
CA | 0.6 |
|
Buckley Wealth Management LLC
✚
|
NV | 0.6 |
|
QTR Family Wealth LLC
✚
|
FL | 0.6 |
|
Collegiate Capital Management Inc
✚
|
NC | 0.6 |
|
BKM Wealth Management LLC
✚
|
WI | 0.6 |
|
Winslow Asset Management Inc
✚
|
OH | 0.6 |
|
Sandy Cove Advisors LLC
✚
|
MA | 0.6 |
|
Family WMS LLC
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|
GA | 0.6 |