WEALTH DIMENSIONS GROUP, LTD.
SEC Form ADV profile.
Total regulatory AUM
$1,235,179,499
Discretionary
$1,221,257,104
Non-discretionary
$13,922,395
Firm details
- CRD number
- 107618
- SEC file number
- 801-37668
- Main office
- CINCINNATI, OH, United States
- Employees
- 21
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.