| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel David Vogelpohl Control | Shareholder And Financial Advisor | 25-50% | 2023 |
| Douglas Paul Loftus Control | Shareholder, President, Secretary | 25-50% | 2015 |
| Karey Ann Williams | Chief Compliance Officer | Under 5% | 2025 |
Wealth Dimensions Family Office, Inc reports $583.8 million in regulatory assets under management on its Form ADV.
Wealth Dimensions Family Office, Inc reports 16 employees.
Wealth Dimensions Family Office, Inc is based in Cincinnati, OH and has been SEC-registered since 2015.
Wealth Dimensions Family Office, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7870 E Kemper Road, Suite 210, Cincinnati, OH 45249 |
| Phone | (513) 945-1030 |
| Fax | (513) 945-1031 |
| Office hours | 8:00 a.m.- 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $583.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $583.8M |