Wealth Dimensions Group, Ltd.

RIASEC RegisteredEst. 1990
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
Website
www.wealthdimensions.com
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 operating since 1990. The firm serves both individual and family clients as well as institutional relationships and positions itself as a capital allocator that blends traditional portfolio management with financial planning and adviser selection services. Its advisory menu includes comprehensive financial planning, portfolio management for individuals, small businesses and institutions, educational workshops, and the selection/oversight of third‑party managers. Fees are charged as a percentage of assets under management, and the firm also uses hourly and fixed‑fee arrangements for certain services. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

2 of 2
  • Patrick Hayes

    Patrick Hayes

    Chief Compliance OfficerCRD 6571587

  • Karey Williams

    Karey Williams

    Chief Compliance OfficerCRD 1394426

Contacts

3 of 10
  • Thomas Curti

    Thomas Curti

    Co-Founder & Managing MemberCRD 1033019

  • Thomas Cooney

    Thomas Cooney

    Senior Financial AdvisorCRD 2183398

  • Matthew Bolser

    Partner, Portfolio ManagerCRD 5826756

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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

$404M in ETFs

Passive

59%

$240M

Active

34%

$164M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAI)DimensionalActiveForeign Large Blend$60.4M1,463,61014.94%
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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

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