Wealth Dimensions Family Office, Inc

CRD 266787 · Cincinnati, OH · $625.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 266787
SEC number: 801-100393
Firm type: RIA
Assets under management: $625.9M as of Sep 25, 2025
Website: Not yet retrieved from the source record
Phone: (513) 945-1030
Address: 7870 E Kemper Road, Cincinnati, OH, 45249

Advisors at this firm

7 in our index · page 1 of 1

Thomas M CooneyCRD 2183398 · Cincinnati, OH

IA Registered
Thomas Alfred CurtiCRD 1033019 · Cincinnati, OH

IA Registered
Robert Fleming FeatherCRD 5906002 · Cincinnati, OH

IA RegisteredRegistration inactive
Douglas Paul LoftusCRD 1179499 · Cincinnati, OH

IA Registered
Eric Michael LoftusCRD 6747281 · Cincinnati, OH

IA Registered
Erik Christopher SmithCRD 5666613 · Cincinnati, OH

IA Registered
Daniel David VogelpohlCRD 4939637 · Cincinnati, OH

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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