WEALTH DIMENSIONS GROUP, LTD. of CINCINNATI, OH is an SEC-registered investment adviser (CRD 107618). Regulatory assets under management: $1.2B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| 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 | — |