Wealth manager, independent · Cincinnati, OH
Wealth Dimensions Group, LTD.
SEC-registered investment adviser · CRD 107618 · SEC 801-37668
At a glance
Wealth Dimensions Group, LTD. is an SEC-registered investment adviser based in Cincinnati, Ohio, with $1.2B in regulatory assets under management as of its Form ADV filed July 30, 2026. It reports 704 individual clients, 374 of them high-net-worth, holding an average of about $1.6 million each, and 21 employees. That ranks it 888th among the nation’s 5,657 independent wealth management RIAs and 40th of 226 in Ohio. It reports Fidelity as the custodian for its clients’ separately managed accounts.
Main office 513-554-6000wealthdimensions.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.2B
- Rank among independent wealth managers
- #888 of 5,657
- Rank among all SEC RIAs
- #4,775 of 17,210
- Rank in Ohio
- #40 of 226
- Individual clients
- 704
- High-net-worth clients
- 374
- Accounts
- 2,656
- Discretionary
- 99% of AUM
- Employees
- 21
- Advisory staff
- 12
- Offices
- 1
Owners and executives on its Form ADV
- Thomas A. CurtiManaging Member
- Douglas P. LoftusManaging Member
- Daniel D. VogelpohlPrincipal and Financial Advisor
- Eric M. LoftusPartner and Financial Adviser
- Matthew S. BolserPartner and Senior Portfolio Manager
- Karey A. WilliamsChief Compliance Officer
- Patrick D. HayesChief Legal Officer
- Sean C. PaddockPartner and Financial Advisor
- Thomas J. SchillerPartner and Financial Advisor
- Erik C. SmithPartner and Financial Advisor
- Robert F. FeatherPartner and Director of Planning
Custody and brokerage
Broker-dealer
No broker-dealer ties
Wealth Dimensions Group, LTD. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 374 | $1.0B | 83% |
| Pension and profit sharing plans | 33 | $80M | 6% |
| Individuals | 330 | $79M | 6% |
| Charitable organizations | 12 | $35M | 3% |
| Corporations or other businesses | 20 | $19M | 2% |
Disciplinary disclosures
Wealth Dimensions Group, LTD. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗wealthdimensions.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,959 peers of its type and size
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- Owners and executives, with titles and stakes
- 11 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Ohio
All of Ohio →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Souders Financial Advisors, LLCCincinnati | $1.4B | 1,275 |
| Journey Wealth ManagementCleveland | $1.4B | 862 |
| Capital Advisors, LTD., LLCShaker Heights | $1.4B | 1,058 |
| HCM Wealth AdvisorsCincinnati | $1.2B | 850 |
| TCP Asset Management, LLCUpper Arlington | $1.2B | 2,221 |
| W.A. Smith Financial GroupSandusky | $1.2B | 1,665 |
Background
Questions
How much does Wealth Dimensions Group, LTD. manage?
Wealth Dimensions Group, LTD. reports $1.2B in regulatory assets under management across 2,656 accounts, 99% of it on a discretionary basis, on its Form ADV filed July 30, 2026.
How many clients does Wealth Dimensions Group, LTD. have?
It reports 704 individual clients: 374 high-net-worth individuals and 330 other individuals. Individuals account for about 89% of its regulatory assets.
Where is Wealth Dimensions Group, LTD. headquartered?
Its main office is in Cincinnati, Ohio. It reports 1 office in total and 21 employees, 12 of whom perform investment advisory functions.
How does Wealth Dimensions Group, LTD. charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Wealth Dimensions Group, LTD. use?
It reports Fidelity as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed July 30, 2026, it reports these amounts held: Fidelity ($1.2B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Wealth Dimensions Group, LTD. a hybrid RIA with a broker-dealer?
Wealth Dimensions Group, LTD. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Wealth Dimensions Group, LTD. a fiduciary?
As an SEC-registered investment adviser, Wealth Dimensions Group, LTD. owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Wealth Dimensions Group, LTD.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →