Wealth Dimensions Family Office, Inc
Wealth Dimensions Family Office, Inc is an SEC-registered wealth manager in Cincinnati, OH with $625.9M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Wealth Dimensions Family Office, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 266787, SEC 801-100393, data through 2025-09-25.
- AUM (assets under management / regulatory AUM)
- $625.9M (2025-09-25)
- Firm type
- Wealth Manager
- Location
- Cincinnati, OH
- Employees
- 16
- Clients
- 16
- CRD
- 266787
- Ownership
- MCCAW, MICHAEL, EARL; LOFTUS, DOUGLAS, PAUL; Hayes, Patrick, Daniel; CURTI, THOMAS, ALFRED; VOGELPOHL, DANIEL, DAVID
How much AUM does Wealth Dimensions Family Office, Inc have?
Wealth Dimensions Family Office, Inc reported $625.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-09-25).
Who owns Wealth Dimensions Family Office, Inc?
Disclosed owners and executives of Wealth Dimensions Family Office, Inc include MCCAW, MICHAEL, EARL, LOFTUS, DOUGLAS, PAUL, Hayes, Patrick, Daniel, CURTI, THOMAS, ALFRED, VOGELPOHL, DANIEL, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.