RIA Intel›Advisers›Ohio›WEALTH DIMENSIONS FAMILY OFFICE, INC

WEALTH DIMENSIONS FAMILY OFFICE, INC

Advisory

N·CINCINNATI, OH

Data as of Jul 30, 2026 · Source: SEC Form ADV

Total AUM
$626M
1-Year AUM Growth
+12.3%
3-Year CAGR
+1.9%
Employees
10
Assets Under Management
Total AUM$626M
Discretionary AUM$626M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients16
Team
Total Employees10
Investment Advisers16
Employee Growth (1Y)+22.2%
Filing History
Total Filings on Record20
First FilingJun 11, 2015
Latest FilingJul 30, 2026
🔒 Full AUM trend chart and 20 historical filings spanning 11+ years
Sign up free to view →
Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

Sign up free to unlock
📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

Sign up free to unlock
👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

Sign up free to unlock
🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Sign up free to unlock

Get the full picture on WEALTH DIMENSIONS FAMILY OFFICE, INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.

Sign up free →