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| Wealth Dimensions Group Ltd
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|---|---|
| CRD # | 107618 |
| SEC # | 801-37668 |
| CIK # | 0001846462 |
| AUM | 1,235.2 M (2026-03-27) |
| Employees | 21 (57% Investors, 0% Brokers) |
| Phone | 513-554-6000 |
| Address | 7870 E Kemper Road Cincinnati, OH 45249 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Procter & Gamble Co | 29.5 | |
| Apple Inc | 16.1 | |
| Nvidia Corp | 8.7 | |
| Microsoft Corp | 6.4 | |
| Samsara Inc | 5.0 | |
| Lilly Eli & Co | 3.3 | |
| Johnson & Johnson | 3.0 | |
| Alphabet Inc | 2.9 | |
| Amazon Com Inc | 2.7 | |
| Cintas Corp | 2.5 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 330 | 79.5 |
| (b) Individuals (high net worth individuals) | 374 | 1,022.1 |
| (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 | 33 | 79.6 |
| (h) Charitable organizations | 12 | 34.9 |
| (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 | 20 | 19.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,656 | 1,235.2 |
| By Discretionary | ||
| Discretionary | 2,642 | 1,221.3 |
| Non-Discretionary | 14 | 13.9 |
| Total | 2,656 | 1,235.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 1,234.4 | |
| Total | 2,656 | 1,235.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001846462] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 15 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Northwest Financial Advisors LLC
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|
VA | 1,244.0 M |
|
KPP Advisory Services LLC
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Opal Wealth Advisors LLC
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|
Great Waters Wealth Management
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|
KWB Wealth
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|
M Financial Asset Management Inc
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OR | 1,234.6 M |
|
Graves Light Lenhart Wealth Inc
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|
VA | 1,234.0 M |
|
KWMG LLC
✚
|
KS | 1,233.4 M |
|
Hengehold Capital Management LLC
✚
|
OH | 1,230.6 M |
|
Vision Capital Management Inc
✚
|
OR | 1,228.7 M |