Key facts
- WEALTH DIMENSIONS GROUP, LTD. is a other based in CINCINNATI, OH.
- WEALTH DIMENSIONS GROUP, LTD. reports $828K in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 107618- Regulatory AUM
- $828K
- Private fund assets
- —
- Private funds
- —
- Staff
- 21
- Registered office
- CINCINNATI, OH
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for WEALTH DIMENSIONS GROUP, LTD. are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is WEALTH DIMENSIONS GROUP, LTD.'s AUM?
- WEALTH DIMENSIONS GROUP, LTD. manages approximately $828K in assets.