# WEALTH DIMENSIONS FAMILY OFFICE, INC

WEALTH DIMENSIONS FAMILY OFFICE, INC of CINCINNATI, OH is an SEC-registered investment adviser.

## Registration

- CRD: 266787
- Type: SEC-registered investment adviser
- SEC file number: 801-100393
- Location: 7870 E KEMPER ROAD, SUITE 210, CINCINNATI, OH, 45249
- Phone: (513) 945-1030
- Latest filing: 2026-07-30
- Regulatory AUM: $625.9M
- Discretionary AUM: $625.9M
- Clients: 16
- Accounts: 134

## Business model

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

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Patrick Daniel Hayes | CHIEF LEGAL OFFICER | — |
| Karey Ann Williams | CHIEF COMPLIANCE OFFICER | — |
| Thomas Alfred Curti | SHAREHOLDER, VICE PRESIDENT | — |
| Douglas Paul Loftus | SHAREHOLDER, PRESIDENT, SECRETARY | — |
| Daniel David Vogelpohl | SHAREHOLDER AND FINANCIAL ADVISOR | — |
| CURTI THOMAS ALFRED | SHAREHOLDER, PRESIDENT; SHAREHOLDER, VICE PRESIDENT | — |
| LOFTUS DOUGLAS PAUL | CHIEF COMPLIANCE OFFICER; SHAREHOLDER, PRESIDENT, SECRETARY; SHAREHOLDER, PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| PETTIT KENTON KELLER | CHIEF COMPLIANCE OFFICER | — |
| MCCAW MICHAEL EARL | SHAREHOLDER, VICE PRESIDENT | — |
| HAYES ZACHARY DANIEL | CHIEF COMPLIANCE OFFICER | — |
| VOGELPOHL DANIEL DAVID | SHAREHOLDER AND FINANCIAL ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/266787/brochure
- Similar advisers: https://search.stillhousedata.com/firm/266787/similar
- Related entities: https://search.stillhousedata.com/firm/266787/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/266787

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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.