Wealth Dimensions Group, Ltd.

RIASEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
99% of AUM
Avg account
$465K
Accounts
2,656
Employees
21
Advisory reps
12

Firm details

Headquarters
Cincinnati, Ohio
CRD number
107618
Registered since
November 8, 1990
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI82.75%
  • Pension & Profit Sharing Plans6.45%
  • Individuals6.43%
  • Charitable Organizations2.83%
  • Corporations / Businesses1.54%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Wealth Dimensions Group, Ltd. is an independent registered investment adviser organized as an LLC and SEC-registered in 1990. The firm serves individual and family clients as well as institutional relationships, and its ownership is listed as individual. It provides a mix of advisory services including financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and educational seminars. The firm bills clients via a combination of percentage-of-AUM, hourly charges and fixed fees, and it positions itself as a capital allocator that can direct client capital to external managers. The firm is not identified as an active ESG investor and is not listed as a multi-state or newly formed adviser in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 73%, Exchange Traded Equities 14%, Cash & Cash Equivalents 12%, US Government Bonds 1%73%
  • Public Funds/Mutual Funds73%
  • Exchange Traded Equities14%
  • Cash & Cash Equivalents12%
  • US Government Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 80

Active vs passive

$375M in ETFs

Passive

66%

$249M

Active

27%

$127M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAI)DimensionalActiveForeign Large Blend$63.1M1,522,39216.80%

Location

Primary office

Cincinnati, OH

Hamilton

Location

Cincinnati, OH

Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
Hamilton
Address
7870 E Kemper Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth