Wealth Dimensions Family Office, Inc

Overview

Wealth Dimensions Family Office, Inc. is an independent registered investment adviser that has been SEC-registered since 2015 and is owned by an individual. It positions itself as a capital allocator for high-net-worth individuals and families, offering a mix of financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is not an active ESG investor and does not operate as a multi-state adviser according to its filing. Its model combines in-house advisory services with the use of external managers — consistent with the designated activity of selecting other advisers — to build and manage client portfolios.

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Public Holdings

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Location & Offices