SEC Form ADV

WEALTH DIMENSIONS FAMILY OFFICE, INC

Registered Investment AdviserOH
$716.3M
Assets Under Management
16
Employees
Get LP Contact Details

Registration Details

Accession
crd-266787
Location
CINCINNATI, OH
Filing Date
September 28, 2026
AUM
$716.3M
Employees
16
Amendment
No

Client Types

HNW IndividualsOther

About this Adviser

WEALTH DIMENSIONS FAMILY OFFICE, INC is a registered investment adviser headquartered in CINCINNATI, OH, managing approximately $716.3M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.