WEALTH DIMENSIONS GROUP, LTD.
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
FINTRXOverview
Wealth Dimensions Group, Ltd. is an independent, SEC-registered advisory firm organized as an LLC and operating since 1990. The business is owner-managed and serves both individual/family and institutional clients. Compensation is primarily a percentage of assets under management, supplemented by hourly and fixed-fee arrangements for specific engagements. The firm provides a mix of planning and discretionary portfolio services: financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, selection of other advisers, pension-related consulting work, and educational seminars/workshops. The firm identifies as a capital allocator and is not positioned as an ESG-active investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds71%
- Exchange Traded Equities15%
- Cash & Cash Equivalents13%
- US Government Bonds1%
Owners & executives
2 of 2Patrick Hayes
Chief Compliance OfficerCRD 6571587
Karey Williams
Chief Compliance OfficerCRD 1394426
Contacts
3 of 10THOMAS CURTI
Co-Founder & Managing MemberCRD 1033019
THOMAS COONEY
Senior Financial AdvisorCRD 2183398
MATTHEW BOLSER
Partner, Portfolio ManagerCRD 5826756
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 78Active vs passive
$369M in ETFs
60%
$220M
34%
$149M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAI) | Dimensional | Active | Foreign Large Blend | $55.4M | 1,422,691 | 15.03% |
Location
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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