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| Happy Holidays!! thanks for using AUM13F!! |
| Wealth Dimensions Group Ltd
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|---|---|
| CRD # | 107618 |
| SEC # | 801-37668 |
| CIK # | 0001846462 |
| AUM | $1.0 B (2025-03-31) |
| Employees | 22 (55% Investors, 0% Brokers) |
| Phone | 513-554-6000 |
| Address | 7870 E Kemper Road Cincinnati, OH 45249 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 28.3 | ||
| Apple Inc | 13.4 | ||
| Microsoft Corp | 8.6 | ||
| Nvidia Corp | 7.3 | ||
| Samsara Inc | 6.2 | ||
| Amazon Com Inc | 3.1 | ||
| Lilly Eli & Co | 3.0 | ||
| Cintas Corp | 2.9 | ||
| Fifth Third Bancorp | 2.8 | ||
| General Electric Co | 2.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 326 | 69.3 |
| (b) Individuals (high net worth individuals) | 345 | 858.3 |
| (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 | 30 | 58.8 |
| (h) Charitable organizations | 11 | 28.3 |
| (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 | 17 | 10.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,466 | 1,025.1 |
| By Discretionary | ||
| Discretionary | 2,462 | 1,023.5 |
| Non-Discretionary | 4 | 1.6 |
| Total | 2,466 | 1,025.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 1,024.3 | |
| Total | 2,466 | 1,025.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001846462] |
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|---|---|---|
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KWMG LLC
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KS | 1.0 |
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Woodard & Co Asset Management Group Inc
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NC | 1.0 |
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Opal Wealth Advisors LLC
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NY | 1.0 |
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WPWealth LLP
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TX | 1.0 |
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Pronvest Inc
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TN | 1.0 |
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Fountainhead Capital Management LLC
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NJ | 1.0 |
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Activest Wealth Management LLC
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FL | 1.0 |
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Regency Investment Advisors Inc
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CA | 1.0 |
|
KWB Wealth
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CA | 1.0 |
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Portland Global Advisors LLC
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ME | 1.0 |