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Wealth Dimensions Group, LTD.
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Wealth Dimensions Group, LTD. Share
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Overview Share
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Cincinnati, Ohio
$491.2 million AUM
1 office

Wealth Dimensions Group, LTD. is based in Cincinnati, Ohio and has $491.2 million in assets under management.

7870 E. Kemper Road
Suite 330
Cincinnati, OH 45249
$491.2 million
AUM Share
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Assets under management
490 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 320 $100,907,887 21% $315,337
High net worth individuals 123 $327,899,804 67% $2,665,852
Pension and profit sharing plans 35 $47,328,913 10% $1,352,255
Charitable organizations 9 $14,314,524 3% $1,590,503
Other corporations or businesses 3 $702,338 0% $234,113
Employees Share
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Investment analysts
80% of total employees
AUM per employee Share
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Assets under management
AUM per employee
AUM per investment analyst
About Share
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Wealth Dimensions Group, LTD. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Wealth Dimensions Group, LTD. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
Firm data Share
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CRD number 107,618
SEC number 801-37668
Legal structure Limited Liability Company
Legal governance Ohio, United States
Latest ADV filing date May 16, 2020

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