Wealth Dimensions Group, Ltd.
● SEC registered since 1990CRD 107618SEC# 801-37668Cincinnati, OH
Reg. AUM
$1.24B
Employees
21
Accounts
2,656
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 $1.2 billion in regulatory assets under management and employs 21 people.
Wealth Dimensions Group, Ltd. owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel David Vogelpohl Control | Principal And Financial Advisor | 25-50% | 2020 |
| Douglas Paul Loftus Control | Managing Member | 25-50% | 1997 |
| Eric Michael Loftus Control | Partner And Financial Adviser | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Wealth Dimensions Group, Ltd. manage?
Wealth Dimensions Group, Ltd. reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Wealth Dimensions Group, Ltd. have?
Wealth Dimensions Group, Ltd. reports 21 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
| Address | 7870 E Kemper Road, Suite 210, Cincinnati, OH 45249 |
| Phone | 513-554-6000 |
| Fax | 513-554-6006 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.24B▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$1.24Bregulatory AUM
Discretionary $1.22BNon-discretionary $13.9M