WEALTH DIMENSIONS FAMILY OFFICE, INC of CINCINNATI, OH is an SEC-registered investment adviser (CRD 266787). Regulatory assets under management: $625.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities, Other.
| 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 | — |