SourcingSourcing

WEALTH DIMENSIONS FAMILY OFFICE, INC

C48
CRD 266787·SEC 801-100393·CINCINNATI, OH
AUM
$625.9M
$500M-$1B
Est. Revenue
$6.3M
@ 1% on AUM
Est. EBITDA
$1.9M
@ 30% margin
Est. Deal Value
$15.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WEALTH DIMENSIONS FAMILY OFFICE, INC
CRD
266787
SEC file #
801-100393
EIN
—
DBA names
—

Economics

AUM
$625.9M
AUM band
$500M-$1B
AUM trajectory
'20'26
$382.4M → $625.9M▲ +64%
Client mix
Individuals High Net Worth13
Other3

Operations

Employees (total)
16
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'20'26
7 advisors → 10 advisors▲ +43%
Primary office
CINCINNATI OH
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
09/25/2025
ADV-W filed at
—
Website
—

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
5
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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Fidelity6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1033019
Trust Company Affiliate
No

People (9)

9
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
Hayes, Patrick, Daniel
Executive Officer · 2.5%
6571587
Karey Ann Williams
Executive Officer · 2.5%
1394426
Loftus, Eric, Michael
IAR
6747281
THOMAS M COONEY
IAR
2183398
SMITH, ERIK, CHRISTOPHER
IAR
5666613
FEATHER, ROBERT, FLEMING
IAR
5906002