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WEALTH DIMENSIONS FAMILY OFFICE, INC

CINCINNATI, OH · CRD 266787 · IAPD ↗ · (513) 945-1030

$716.3MRegulatory AUM
10Advisory reps
16Employees
0Clients
11-25Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
October 2024 — WEALTH DIMENSIONS FAMILY OFFICE, INC grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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