SourcingSourcing

WEALTH DIMENSIONS GROUP, LTD.

C43
CRD 107618·SEC 801-37668·CINCINNATI, OH
AUM
$1.24B
$1B+
Est. Revenue
$12.4M
@ 1% on AUM
Est. EBITDA
$3.7M
@ 30% margin
Est. Deal Value
$29.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WEALTH DIMENSIONS GROUP, LTD.
CRD
107618
SEC file #
801-37668
EIN
311579140
DBA names
—

Economics

AUM
$1.24B
AUM band
$1B+
AUM trajectory
'20'26
$430.0M → $1.24B▲ +187%
Client mix
Individuals High Net Worth374
Individuals Other330
Pension Profit Sharing Plans33
Corporations20
Charitable Organizations12

Operations

Employees (total)
21
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'20'26
7 advisors → 12 advisors▲ +71%
Primary office
CINCINNATI OH
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linkedin.com/company/wealth-dimensions-group-ltd(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CURTI, THOMAS, ALFRED
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
11
Control Persons
CURTI, THOMAS, ALFRED
LOFTUS, DOUGLAS, PAUL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:dimensions.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
17,348
Form 5500 Compensation Trajectory 3y
202517,348
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
17,348
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001846462
Edgar Registered
Yes
Edgar Filing Count
24
Edgar First Filing Date
2021-02-17
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
22
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0001846462-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Fidelity6
E*trade4
Edgar Addresses
Mailing
7870 E. KEMPER ROADSUITE 210CINCINNATI, OH 45249
Business
7870 E. KEMPER ROADSUITE 210CINCINNATI, OH 45249
Edgar EIN
311579140
Edgar Recent Filings
13F-HR2026-05-12 · 0001846462-26-000002
13F-HR2026-02-13 · 0001846462-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1033019
Trust Company Affiliate
No

People (12)

12
LOFTUS, DOUGLAS, PAUL
IAR · Direct Owner · 37.5%
1179499
CURTI, THOMAS, ALFRED
IAR · Direct Owner · 37.5%
1033019
VOGELPOHL, DANIEL, DAVID
IAR · Direct Owner · 37.5%
4939637
Schiller, Thomas, Joseph
IAR · Executive Officer · 2.5%
6917309
Loftus, Eric, Michael
IAR · Executive Officer · 2.5%
6747281
SMITH, ERIK, CHRISTOPHER
IAR · Executive Officer · 2.5%
5666613
FEATHER, ROBERT, FLEMING
IAR · Executive Officer · 2.5%
5906002
PADDOCK, SEAN, CHRISTOPHER
IAR · Executive Officer · 2.5%
4986437
MATTHEW SCOTT BOLSER
Executive Officer · 2.5%
5826756
Hayes, Patrick, Daniel
Executive Officer · 2.5%
6571587
Karey Ann Williams
Executive Officer · 2.5%
1394426
THOMAS M COONEY
IAR
2183398