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WEALTH DIMENSIONS FAMILY OFFICE, INC
CRD 266787File 801-100393
APPROVED
Retail clients
Custody
Filing as of Jul 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$625.9M
Above cohort median (national)
Discretionary AUM
$625.9M
Clients
13
134 accounts
Employees
16
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 24, 2015
- Principal office
- 7870 E KEMPER ROAD, SUITE 210, CINCINNATI, OH, 45249
- Phone
- (513) 945-1030
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $625.9M
- Discretionary AUM
- $625.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 134
- Non-discretionary accounts
- 0
- Total accounts
- 134
- AUM per client
- $48.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 13 | $625.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 16 | 13 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.