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WEALTH DIMENSIONS GROUP, LTD.

CINCINNATI, OH · CRD 107618 · IAPD ↗ · 513-554-6000

$1.24BRegulatory AUM
12Advisory reps
21Employees
15Clients
251-500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2025 — WEALTH DIMENSIONS GROUP, LTD. crossed $1B in regulatory AUM ($857.9M -> $1.03B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.