Data / Investment advisers / Ohio / Wealth Dimensions Family Office, Inc
Wealth Dimensions Family Office, Inc, Cincinnati, OH: $716 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Wealth Dimensions Family Office, Inc is an SEC registered investment adviser with its main office in Cincinnati, Ohio and reports $716 million in regulatory assets under management in its Form ADV filed September 28, 2026. Its clients include high net worth individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Wealth Dimensions Family Office, Inc (CRD number 266787): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 266787
- SEC file number
- 801-100393
- SEC status
- Approved, effective June 24, 2015
- Main office
- 7870 E Kemper Road Suite 210, Cincinnati, OH 45249
- Phone
- (513) 945-1030
- Regulatory AUM
- $716,339,181 in the Form ADV filed September 28, 2026
- Discretionary AUM
- $716,339,181
- Accounts
- 134
- Employees
- 16, of which 10 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 13 | $715.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| October 2, 2026 | $716.3 million | September 28, 2026 |
| December 1, 2025 | $625.9 million | September 25, 2025 |
Other advisers in Cincinnati
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Timber Bay Partners, LLC | Cincinnati | $1.05 billion | 4 | adviserinfo.sec.gov |
| Formidable Asset Management, LLC | Cincinnati | $903 million | 1 | adviserinfo.sec.gov |
| Gearhart & Associates | Cincinnati | $872.6 million | Not listed | adviserinfo.sec.gov |
| Canopy Partners | Cincinnati | $869 million | Not listed | adviserinfo.sec.gov |
| Hpe Capital Management II, LLC | Cincinnati | $840.5 million | 11 | adviserinfo.sec.gov |
| Eichner Investment Planning, LLC | Cincinnati | $692.1 million | Not listed | adviserinfo.sec.gov |
| RC Capital | Cincinnati | $682.1 million | 11 | adviserinfo.sec.gov |
| Thor Wealth Management Inc | Cincinnati | $678.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Cincinnati, OH
- Investment advisers in Ohio
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Wealth Dimensions Family Office, Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.