Karey Ann Williams
Chief Compliance OfficerWealth Dimensions Group, Ltd.CRD 1394426
About Karey Ann Williams
Karey Ann Williams is listed as Chief Compliance Officer at Wealth Dimensions Group, Ltd. in Cincinnati, OH. Form ADV reports a beneficial ownership band of Under 5%. Karey Ann Williams is associated with 6 registered advisers.
Reported ownership
Owns Under 5% of Wealth Dimensions Group, Ltd.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Karey Ann Williams work?
Karey Ann Williams is listed as Chief Compliance Officer at Wealth Dimensions Group, Ltd. on SEC Form ADV.
How much of Wealth Dimensions Group, Ltd. does Karey Ann Williams own?
Form ADV reports a beneficial ownership band of Under 5%.
Wealth Dimensions Group, Ltd.
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |
Wealth Dimensions Family Office, Inc
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |
Ktf Investments, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |
Ocm Private Wealth, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |
Solas Bioventures Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |
Pca Investment Advisory Services, Inc.
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |