Verified 4 Nov 2026
Wealth Dimensions Family Office, Inc
SEC-registered investment adviser whose registered name identifies it as a family office, serving multiple client families from Cincinnati, Ohio. Form ADV reports $716M in regulatory assets for 13 high-net-worth clients.
- Type
- Multi-family office
- Location
- Cincinnati, Ohio, United States
- Fund size / AUM
- $716M regulatory AUM (Form ADV, filed 2026-09-28)
- Latest fund or filing
- 28 Sep 2026
Contacts on file
For Wealth Dimensions Family Office, Inc, the paid file holds: 5 named decision-makers with roles.
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Sources
- adviserinfo.sec.gov/firm/summary/266787
- reports.adviserinfo.sec.gov/reports/ADV/266787/PDF/266787.pdf
Last checked 4 Nov 2026. Is something wrong? Tell us.