Hedge Fund Database

WEALTH DIMENSIONS GROUP, LTD.

Adviser information for WEALTH DIMENSIONS GROUP, LTD. last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Ohio, United States

Employees

Total Number of Employees 19
Investment Advisory/Research 12
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 10
Licensed Agents of an Insurance Company 5
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,272 $857.9M
Non-Discretionary 0 $0
Total 2,272 $857.9M

Clients

Type Number RAUM
Individuals 292 $61.1M
HNW Individuals 324 $707.5M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 32 $56.9M
Charitable organizations 11 $22.2M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 17 $10.2M
Other 0 $0
Type Number
No. of Non-RAUM Clients 15
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshopsTAX AND BUSINESS CONSULTING SERVICES
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-37668
SEC ERA File Number 801-37668
SEC CIK Numbers 1846462
SEC CRD Numbers 107618
Legal Entity Identifier None

Principal Office

7870 E KEMPER ROAD
SUITE 210
CINCINNATI
OH
United States
Monday - Friday, 8:00 A.M.-5:00 P.M.
Tel: 513-554-6000, Fax: 513-554-6006

Websites

www.linkedin.com/company/wealth-dimensions-group-ltd/ www.wealthdimensions.com www.facebook.com/wealth-dimensions-112679767991396 www.youtube.com/@wealthdimensions

Chief Compliance Officer

PATRICK D. HAYES
7870 E KEMPER ROAD
SUITE 210
CININNATI
OH
United States
Tel: 513-554-6000
(Full email address available in API data)

Regulatory Contact

DOUGLAS P. LOFTUS
CO-FOUNDER & MANAGING MEMBER
7870 E KEMPER ROAD
SUITE 210
CINCINNATI
OH
United States
Tel: 513-554-6000
Fax: 513-554-6006
(Full email address available in API data)

Industry Affiliates

WEALTH DIMENSIONS FAMILY OFFICE, INC Other investment adviser, including financial planners

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
CURTI, THOMAS, ALFRED Individual – MANAGING MEMBER 12/1997 25-50%
LOFTUS, DOUGLAS, PAUL Individual – MANAGING MEMBER 12/1997 25-50%
VOGELPOHL, DANIEL, DAVID Individual – PRINCIPAL AND FINANCIAL ADVISOR 03/2020 25-50%
Hayes, Patrick, Daniel Individual – CHIEF COMPLIANCE OFFICER 09/2020 < 5%
Loftus, Eric, Michael Individual – PARTNER AND FINANCIAL ADVISER 02/2024 < 5%
BOLSER, MATTHEW, SCOTT Individual – PARTNER AND SENIOR PORTFOLIO MANAGER 02/2024 < 5%

No. Employees, Historic

20100201920202021202220232024202511 on 4/15/201911 on 8/29/201911 on 10/17/201915 on 3/29/202015 on 4/16/202015 on 5/16/202015 on 6/26/202015 on 9/29/202015 on 10/28/202017 on 3/29/202119 on 3/30/202219 on 3/30/202319 on 4/13/202319 on 10/19/202319 on 10/23/202319 on 11/14/202319 on 11/28/202319 on 3/6/202419 on 3/29/2024

RAUM, Historic

900M450M02019202020212022202320242025430040920 on 4/15/2019430040920 on 8/29/2019430040920 on 10/17/2019491153466 on 3/29/2020491153466 on 4/16/2020491153466 on 5/16/2020491153466 on 6/26/2020491153466 on 9/29/2020491153466 on 10/28/2020567299956 on 3/29/2021703066853 on 3/30/2022707888549 on 3/30/2023707888549 on 4/13/2023707888549 on 10/19/2023707888549 on 10/23/2023707888549 on 11/14/2023707888549 on 11/28/2023707888549 on 3/6/2024857881023 on 3/29/2024

No. Clients, Historic

70035002019202020212022202320242025455 on 4/15/2019455 on 8/29/2019455 on 10/17/2019490 on 3/29/2020490 on 4/16/2020490 on 5/16/2020490 on 6/26/2020490 on 9/29/2020490 on 10/28/2020551 on 3/29/2021589 on 3/30/2022635 on 3/30/2023635 on 4/13/2023635 on 10/19/2023635 on 10/23/2023635 on 11/14/2023635 on 11/28/2023635 on 3/6/2024676 on 3/29/2024

Holdings

From latest 13F, filed August 9th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
DISNEY WALT CO COM 533K 5K –
PFIZER INC COM 666K 24K –
DEERE & CO COM 369K 988 –
ISHARES TR SHRT NAT MUN ETF 213K 2K –
MASTERCARD INCORPORATED CL A 460K 1K –
SPDR S&P 500 ETF TR TR UNIT 10M 19K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 495K 3K –
VANGUARD INDEX FDS LARGE CAP ETF 292K 1K –
ABBOTT LABS COM 420K 4K –
PEPSICO INC COM 534K 3K –
ISHARES TR SELECT DIVID ETF 693K 6K –
AMERICAN FINL GROUP INC OHIO COM 275K 2K –
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 17M 182K –
VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 2M 14K –
NEXTERA ENERGY INC COM 273K 4K –
NOVARTIS AG SPONSORED ADR 230K 2K –
CATERPILLAR INC COM 273K 819 –
AT&T INC COM 392K 21K –
AMAZON COM INC COM 2M 11K –
APPLE INC COM 13M 62K –
ISHARES TR MSCI USA QLT FCT 1M 6K –
ACCENTURE PLC IRELAND SHS CLASS A 310K 1K –
QUALCOMM INC COM 937K 5K –
LOWES COS INC COM 545K 2K –
ORACLE CORP COM 717K 5K –
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 8M 319K –
VANGUARD BD INDEX FDS SHORT TRM BOND 18M 233K –
DELTA AIR LINES INC DEL COM NEW 418K 9K –
VANGUARD INDEX FDS GROWTH ETF 834K 2K –
BOEING CO COM 638K 4K –
CINCINNATI FINL CORP COM 944K 8K –
PROCTER AND GAMBLE CO COM 27M 165K –
ISHARES TR ESG AW MSCI EAFE 598K 8K –
PHILIP MORRIS INTL INC COM 428K 4K –
ISHARES TR RUS 2000 VAL ETF 2M 12K –
WALMART INC COM 509K 8K –
INTEL CORP COM 454K 15K –
DUKE ENERGY CORP NEW COM NEW 1M 15K –
INSIGHT SELECT INCOME FD COM 235K 14K –
BRISTOL-MYERS SQUIBB CO COM 390K 9K –
ISHARES TR SP SMCP600VL ETF 359K 4K –
ISHARES TR CORE S&P SCP ETF 947K 9K –
SALESFORCE INC COM 327K 1K –
CISCO SYS INC COM 532K 11K –
EXXON MOBIL CORP COM 2M 18K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 771K 2K –
BROADCOM INC COM 589K 367 –
ISHARES INC CORE MSCI EMKT 2M 42K –
CHEVRON CORP NEW COM 828K 5K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 229K 4K –
ABBVIE INC COM 797K 5K –
VANGUARD INDEX FDS VALUE ETF 205K 1K –
GE AEROSPACE COM NEW 1M 7K –
ISHARES TR PFD AND INCM SEC 242K 8K –
VANGUARD INDEX FDS MID CAP ETF 2M 8K –
VANGUARD INDEX FDS REAL ESTATE ETF 1M 13K –
MONDELEZ INTL INC CL A 238K 4K –
VISA INC COM CL A 428K 2K –
JPMORGAN CHASE & CO. COM 1M 5K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 599K 3K –
ROPER TECHNOLOGIES INC COM 665K 1K –
ISHARES TR RUS 1000 VAL ETF 2M 11K –
TJX COS INC NEW COM 294K 3K –
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 20M 255K –
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 2M 30K –
NUVEEN SELECT TAX-FREE INCOM SH BEN INT 167K 12K –
SELECT SECTOR SPDR TR TECHNOLOGY 220K 974 –
VANGUARD INDEX FDS SMALL CP ETF 441K 2K –
ISHARES TR CORE US AGGBD ET 1M 14K –
ORGANOGENESIS HLDGS INC COM 1M 408K –
NUVEEN S&P 500 BUY-WRITE INC COM 178K 13K –
HOME DEPOT INC COM 814K 2K –
HUMANA INC COM 454K 1K –
VANECK ETF TRUST SEMICONDUCTR ETF 301K 1K –
VANGUARD INDEX FDS TOTAL STK MKT 1M 4K –
ALTRIA GROUP INC COM 423K 9K –
NVIDIA CORPORATION COM 5M 37K –
WASTE MGMT INC DEL COM 506K 2K –
NETFLIX INC COM 413K 612 –
VERIZON COMMUNICATIONS INC COM 518K 13K –
AMGEN INC COM 1M 4K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 16M 132K –
INVESCO QQQ TR UNIT SER 1 809K 2K –
SOUTHERN CO COM 612K 8K –
COCA COLA CO COM 482K 8K –
LOCKHEED MARTIN CORP COM 652K 1K –
INTERNATIONAL BUSINESS MACHS COM 686K 4K –
UNITEDHEALTH GROUP INC COM 325K 638 –
VANGUARD MALVERN FDS STRM INFPROIDX 258K 5K –
SAMSARA INC COM CL A 8M 227K –
VANGUARD INDEX FDS EXTEND MKT ETF 217K 1K –
CONSTELLATION ENERGY CORP COM 352K 2K –
3M CO COM 311K 3K –
VANGUARD INDEX FDS S&P 500 ETF SHS 804K 2K –
TESLA INC COM 771K 4K –
DIMENSIONAL ETF TRUST US SMALL CAP VAL 8M 291K –
ISHARES TR CORE MSCI EAFE 6M 77K –
ISHARES TR CORE S&P MCP ETF 731K 12K –
NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 221K 18K –
MERCK & CO INC COM 2M 16K –
ISHARES TR RUS MID CAP ETF 389K 5K –
ISHARES TR MSCI EMG MKT ETF 266K 6K –
MICROSOFT CORP COM 7M 16K –
ISHARES TR RUS 1000 GRW ETF 3M 9K –
ISHARES TR RUSSELL 2000 ETF 684K 3K –
ISHARES TR S&P 500 VAL ETF 2M 12K –
META PLATFORMS INC CL A 740K 1K –
MCDONALDS CORP COM 948K 4K –
ENBRIDGE INC COM 576K 16K –
ALPHABET INC CAP STK CL A 1M 6K –
DIMENSIONAL ETF TRUST INTL CORE EQT MK 27M 917K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 405K 8K –
BANK AMERICA CORP COM 260K 7K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 238K 2K –
ISHARES TR CORE 1 5 YR USD 2M 47K –
EMERSON ELEC CO COM 328K 3K –
GE VERNOVA INC COM 272K 2K –
ISHARES TR MSCI EAFE ETF 383K 5K –
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 38M 660K –
KROGER CO COM 701K 14K –
ALPHABET INC CAP STK CL C 2M 11K –
ELI LILLY & CO COM 3M 3K –
ISHARES TR CORE S&P500 ETF 22M 40K –
CROWDSTRIKE HLDGS INC CL A 305K 795 –
CONOCOPHILLIPS COM 328K 3K –
ASTRAZENECA PLC SPONSORED ADR 435K 6K –
VANGUARD MUN BD FDS TAX EXEMPT BD 202K 4K –
ZSCALER INC COM 245K 1K –
BP PLC SPONSORED ADR 278K 8K –
ISHARES TR U.S. REAL ES ETF 262K 3K –
DIMENSIONAL ETF TRUST CORE FIXED INCOM 1M 25K –
NUVEEN AMT FREE MUN CR INC F COM 303K 24K –
ISHARES INC MSCI GBL MIN VOL 735K 7K –
LULULEMON ATHLETICA INC COM 272K 911 –
DIMENSIONAL ETF TRUST US REAL ESTATE E 8M 351K –
FIFTH THIRD BANCORP COM 3M 71K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 1M 24K –
VANGUARD WHITEHALL FDS INTL HIGH ETF 266K 4K –
THERMO FISHER SCIENTIFIC INC COM 222K 402 –
JOHNSON & JOHNSON COM 2M 14K –