# WEALTH DIMENSIONS GROUP, LTD.

WEALTH DIMENSIONS GROUP, LTD. of CINCINNATI, OH is an SEC-registered investment adviser.

## Registration

- CRD: 107618
- Type: SEC-registered investment adviser
- SEC file number: 801-37668
- Location: 7870 E KEMPER ROAD, SUITE 210, CINCINNATI, OH, 45249
- Phone: 513-554-6000
- Latest filing: 2026-07-30
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.2B
- Non-discretionary AUM: $13.9M
- Clients: 21
- Accounts: 2,656

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| Patrick Daniel Hayes | CHIEF LEGAL OFFICER | — |
| Karey Ann Williams | CHIEF COMPLIANCE OFFICER | — |
| Thomas Alfred Curti | MANAGING MEMBER | — |
| Douglas Paul Loftus | MANAGING MEMBER | — |
| Daniel David Vogelpohl | PRINCIPAL AND FINANCIAL ADVISOR | — |
| Eric Michael Loftus | PARTNER AND FINANCIAL ADVISER | — |
| Matthew Scott Bolser | PARTNER AND SENIOR PORTFOLIO MANAGER | — |
| CURTI THOMAS ALFRED | MANAGING MEMBER | — |
| LOFTUS DOUGLAS PAUL | MANAGING MEMBER; MANAGING MEMBER, CCO; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| MCCAW JOHN E | MANAGING MEMBER | — |
| PETTIT KENTON KELLER | CHIEF COMPLIANCE OFFICER | — |
| MCCAW MICHAEL EARL | MANAGING MEMBER | — |
| OBERHOLZER CHRISTOPHER ROBERT | MANAGING MEMBER | — |
| LOFTUS WILLIAM MICHAEL | PARTNER AND FINANCIAL ADVISER | — |
| HAYES ZACHARY DANIEL | CHIEF COMPLIANCE OFFICER | — |
| VOGELPOHL DANIEL DAVID | PRINCIPAL AND FINANCIAL ADVISOR | — |
| BOLSER MATTHEW SCOTT | PARTNER AND SENIOR PORTFOLIO MANAGER | — |
| Sean Christopher Paddock | PARTNER AND FINANCIAL ADVISOR | — |
| Thomas Joseph Schiller | PARTNER AND FINANCIAL ADVISOR | — |
| Erik Christopher Smith | PARTNER AND FINANCIAL ADVISOR | — |
| Robert Fleming Feather | PARTNER AND DIRECTOR OF PLANNING | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107618/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107618/similar
- Related entities: https://search.stillhousedata.com/firm/107618/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107618

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.