WEALTH DIMENSIONS FAMILY OFFICE, INC
SEC Form ADV profile.
Total regulatory AUM
$716,339,181
Discretionary
$716,339,181
Non-discretionary
$0
Firm details
- CRD number
- 266787
- SEC file number
- 801-100393
- Main office
- CINCINNATI, OH, United States
- Employees
- 16
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.