Wealth Dimensions Family Office, Inc
● SEC registered since 2015CRD 266787SEC# 801-100393Cincinnati, OH
Reg. AUM
$625.9M
Employees
16
Accounts
134
Location
Cincinnati, OH
Wealth Dimensions Family Office, Inc assets under management
Wealth Dimensions Family Office, Inc is a registered investment adviser overseen by the SEC based in Cincinnati, OH. The firm has been registered since 2015. It reports $625.9 million in regulatory assets under management and employs 16 people.
Wealth Dimensions Family Office, Inc owners & executives
5 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Wealth Dimensions Family Office, Inc manage?
Wealth Dimensions Family Office, Inc reports $625.9 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Dimensions Family Office, Inc have?
Wealth Dimensions Family Office, Inc reports 16 employees.
Where is Wealth Dimensions Family Office, Inc located?
Wealth Dimensions Family Office, Inc is based in Cincinnati, OH and has been SEC-registered since 2015.
Does Wealth Dimensions Family Office, Inc disclose fund performance?
Wealth Dimensions Family Office, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$625.9M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$625.9Mregulatory AUM
Discretionary $625.9M