Managing Member · Wealth Dimensions Group, LTD.
Thomas A. Curti
CRD 1033019 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Wealth Dimensions Group, LTD., an SEC-registered wealth manager based in Cincinnati, OH with $1.2 billion in regulatory assets, lists Thomas A. Curti on its Form ADV as Managing Member, a control person. The SEC filings also name Thomas at 1 other registered adviser.
Firms and roles
- Wealth Dimensions Group, LTD.Managing MemberWealth manager · Cincinnati, OH · $1.2B in regulatory assets
- Wealth Dimensions Family Office, IncShareholder, Vice PresidentWealth manager · Cincinnati, OH · $716M in regulatory assets
AtlasMembers
Thomas’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (10)
- Douglas P. LoftusManaging Member, Wealth Dimensions Group, LTD.
- Daniel D. VogelpohlPrincipal and Financial Advisor, Wealth Dimensions Group, LTD.
- Eric M. LoftusPartner and Financial Adviser, Wealth Dimensions Group, LTD.
- Matthew S. BolserPartner and Senior Portfolio Manager, Wealth Dimensions Group, LTD.
- Karey A. WilliamsChief Compliance Officer, Wealth Dimensions Group, LTD.
5 more people named with Thomas on the same filings, with titles and firms. Free in Atlas with a free account.
See all 10 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Thomas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.