Wealth Dimensions Family Office, Inc
Cincinnati, OH
Regulatory AUM$626M#58 of 135 family offices
Accounts134100% discretionary
High-net-worth clients13Form ADV Item 5.D
Private funds advised—
Registration
- Legal name
- Wealth Dimensions Family Office, Inc
- SEC file number
- 801-100393
- CRD number
- 266787
- Latest Form ADV
- July 30, 2026
Full Form ADV on the SEC’s Investment Adviser Public Disclosure site
Investments and performance
Family offices don’t publicly report holdings or returns. Form ADV discloses assets under management, client counts, and the private funds an adviser manages; that is what’s shown above.
About this data
Regulatory assets under management (Form ADV Item 5.F) as reported by each adviser in its latest filing. Single-family offices are exempt from SEC registration and are not included. Data from the SEC’s registered investment adviser roster published September 1, 2026. Source.