WEALTH DIMENSIONS GROUP, LTD.

CINCINNATI, Ohio·6 registered advisors·CRD# 107618
SEC# 801-376680513-554-6000
01

Firm Overview

AUM
$858M
Regulatory assets under management
Employees
19
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at WEALTH DIMENSIONS GROUP, LTD.

6 registered advisors
Daniel David Vogelpohl
CINCINNATI, Ohio
Douglas Paul Loftus
CINCINNATI, Ohio
Eric Michael Loftus
CINCINNATI, Ohio
Matthew Scott Bolser
CINCINNATI, Ohio
Michael Earl Mccaw
CINCINNATI, Ohio
Thomas Alfred Curti
CINCINNATI, Ohio
05

Office Locations

CINCINNATI, Ohio
6 advisors

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Data sourced from SEC Form ADV filings. WEALTH DIMENSIONS GROUP, LTD. (CRD# 107618) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.