SEC Form ADV

WEALTH DIMENSIONS FAMILY OFFICE, INC

Registered Investment AdviserOH
$625.9M
Assets Under Management
134
Total Clients
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Registration Details

Accession
CRD-266787
Location
CINCINNATI, OH
Filing Date
September 25, 2025
AUM
$625.9M
Total Clients
134
Amendment
No

About this Adviser

WEALTH DIMENSIONS FAMILY OFFICE, INC is a registered investment adviser headquartered in CINCINNATI, OH, managing approximately $625.9M in assets across 134 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.