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WEALTH DIMENSIONS FAMILY OFFICE, INC
CRD 266787File 801-100393
APPROVED
Retail clients
Custody
Filing as of Sep 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$716.3M
Above cohort median (national)
Discretionary AUM
$716.3M
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
- $716.3M
- Discretionary AUM
- $716.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 134
- Non-discretionary accounts
- 0
- Total accounts
- 134
- AUM per client
- $55.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 13 | $715.7M |
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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 16 | 13 | decreased by3 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 15 | 16 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $583,773,893 | $625,928,679 | increased by$42,154,786 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 118 | 134 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 16 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 16 | 15 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $459,523,903 | $583,773,893 | increased by$124,249,990 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 109 | 118 | increased by9 |
| Oct 1, 2022 | Employees | 13 | 14 | increased by1 |
| Oct 1, 2022 | Clients | 20 | 16 | decreased by4 |
| Oct 1, 2022 | AUM | $552,627,925 | $459,523,903 | decreased by$93,104,022 |
| Oct 1, 2022 | Accounts | 106 | 109 | increased by3 |
| Oct 1, 2021 | Employees | 9 | 13 | increased by4 |
| Oct 1, 2021 | Clients | 19 | 20 | increased by1 |
| Oct 1, 2021 | AUM | $449,415,796 | $552,627,925 | increased by$103,212,129 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WEALTH DIMENSIONS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEALTH DIMENSIONS” may also match similarly-named firms). Confirm identity against each filing.
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.