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Wealth Dimensions Group, Ltd.

● SEC registered since 1990CRD 107618SEC# 801-37668Cincinnati, OH
Export (members)
Reg. AUM
$1.03B
Employees
22
Accounts
2,466
Location
Cincinnati, OH

Wealth Dimensions Group, Ltd. assets under management

Wealth Dimensions Group, Ltd. operates as an SEC-registered investment adviser based in Cincinnati, OH. The firm has been registered since 1990. It reports $1 billion in regulatory assets under management and employs 22 people.
www.linkedin.com/company/wealth-dimensions-group-ltdView on SEC.gov ↗

Wealth Dimensions Group, Ltd. owners & executives

7 reported
NameTitleOwnershipSince
Daniel David Vogelpohl ControlPrincipal And Financial Advisor25-50%2020
Douglas Paul Loftus ControlManaging Member25-50%1997
Eric Michael Loftus ControlPartner And Financial AdviserUnder 5%2024
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Frequently asked questions

How much does Wealth Dimensions Group, Ltd. manage?

Wealth Dimensions Group, Ltd. reports $1 billion in regulatory assets under management on its Form ADV.

How many employees does Wealth Dimensions Group, Ltd. have?

Wealth Dimensions Group, Ltd. reports 22 employees.

Where is Wealth Dimensions Group, Ltd. located?

Wealth Dimensions Group, Ltd. is based in Cincinnati, OH and has been SEC-registered since 1990.

Does Wealth Dimensions Group, Ltd. disclose fund performance?

Wealth Dimensions Group, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7870 E Kemper Road, Suite 210, Cincinnati, OH 45249
Phone513-554-6000
Fax513-554-6006
Office hours8:00 a.m.-5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.02B
Non-discretionary$1.6M
Total (RAUM)$1.03B