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| Wealth Dimensions Group Ltd
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| |
|---|---|
| CRD # | 107618 |
| SEC # | 801-37668 |
| CIK # | 0001846462 |
| AUM | $857.9 MM (2024-03-29) |
| Employees | 19 (63% Investors, 0% Brokers) |
| Phone | 513-554-6000 |
| Address | 7870 E Kemper Road Cincinnati, OH 45249 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| PG | 338,108.9 | 27.2 | |
| AAPL | 2,382,844.0 | 13.0 | |
| IOT | 5,810.0 | 7.6 | |
| MSFT | 1,918,222.4 | 7.2 | |
| NVDA | 399,550.0 | 4.5 | |
| LLY | 301,789.7 | 2.9 | |
| FITB | 23,903.3 | 2.6 | |
| AMZN | 1,092,997.8 | 2.2 | |
| XOM | 385,508.3 | 2.0 | |
| JNJ | 465,600.2 | 2.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 272 | 52.3 |
| (b) Individuals (high net worth individuals) | 313 | 570.7 |
| (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 | 32 | 52.1 |
| (h) Charitable organizations | 10 | 19.2 |
| (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 | 8 | 13.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,036 | 707.9 |
| By Discretionary | ||
| Discretionary | 2,034 | 707.4 |
| Non-Discretionary | 2 | 0.5 |
| Total | 2,036 | 707.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 707.3 | |
| Total | 2,036 | 707.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001846462] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
WPWealth LLP
✚
|
TX | 0.9 |
|
Lafleur & Godfrey LLC
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|
MI | 0.9 |
|
Triad Financial Advisors Inc
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|
NC | 0.9 |
|
Manchester Financial Inc
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|
CA | 0.9 |
|
Werba Rubin Papier Wealth Management LLC
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|
CA | 0.9 |
|
Packerland Brokerage Services Inc
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|
WI | 0.9 |
|
KWB Wealth
✚
|
CA | 0.9 |
|
Cooper/Haims Advisors LLC
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|
NY | 0.9 |
|
Insight Wealth Strategies LLC
✚
|
CA | 0.9 |
|
Private Client Services LLC
✚
|
KY | 0.8 |