Wealth Dimensions Group, Ltd.

RIASEC Registered

Total AUM

$1.2B

Discretionary

$1.2B

99% of AUM

Avg account

$465K

Accounts

2,656

Employees

Advisory reps

Firm details

Headquarters: Cincinnati, Ohio
CRD number: 107618
Registered since: November 8, 1990
Website: www.wealthdimensions.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI82.75%
Pension & Profit Sharing Plans6.45%
Individuals6.43%
Charitable Organizations2.83%
Corporations / Businesses1.54%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Wealth Dimensions Group, Ltd. is an independent registered investment adviser organized as an LLC and SEC-registered in 1990. The firm serves individual and family clients as well as institutional relationships, and its ownership is listed as individual. It provides a mix of advisory services including financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and educational seminars. The firm bills clients via a combination of percentage-of-AUM, hourly charges and fixed fees, and it positions itself as a capital allocator that can direct client capital to external managers. The firm is not identified as an active ESG investor and is not listed as a multi-state or newly formed adviser in the source data.