Wealth Dimensions Group, Ltd. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated March 27, 2026, reports $1.2B in regulatory assets under management, 21 employee, and 2,656 accounts.
Assets Under Management
$1.2B
Employees
21
Offices
--
Total Clients
769
Primary office
CINCINNATI, OH
7870 E KEMPER ROAD, SUITE 210, CINCINNATI, OH, United States
Top client segmentHNWI represent 48.6% of total clients.
Top client categories% of clientsClients
1
HNWI
48.6%
374
2
Individuals
42.9%
330
3
Pension Plans
4.3%
33
4
Corporations
2.6%
20
5
Charitable
1.6%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 27, 2026
Discretionary98.9%
$1.2B
99% of total RAUM98.9%
Non-discretionary1.1%
$14M
1% of total RAUM1.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.2B
Total Accounts2,656
10Y AUM Change+$888M (+255.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee37:1
10Y Employee Change+12 (+133.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.