WEALTH DIMENSIONS GROUP, LTD.
CRD #107618 SEC #801-37668 CINCINNATI, OH 513-554-6000
SEC Registered
Total AUM
$1B
Discretionary
$1B
Employees
22
Clients
251
Accounts
2,466
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1B | $1B | $1.6M | 22 | 15 |
| Sep 2024 | $857.9M | $857.9M | $0 | 19 | 15 |
| Mar 2024 | $857.9M | $857.9M | $0 | 19 | 15 |
| Mar 2024 | $707.9M | $707.4M | $493.2K | 19 | 15 |
| Nov 2023 | $707.9M | $707.4M | $493.2K | 19 | 15 |
| Nov 2023 | $707.9M | $707.4M | $493.2K | 19 | 15 |
| Oct 2023 | $707.9M | $707.4M | $493.2K | 19 | 15 |
| Oct 2023 | $707.9M | $707.4M | $493.2K | 19 | 15 |
| Apr 2023 | $707.9M | $707.4M | $493.2K | 19 | 15 |
| Mar 2023 | $707.9M | $707.4M | $493.2K | 19 | 15 |
| Mar 2022 | $703.1M | $701.5M | $1.5M | 19 | 15 |
| Mar 2021 | $567.3M | $565.7M | $1.6M | 17 | 10 |
| Oct 2020 | $491.2M | $489.5M | $1.6M | 15 | 0 |
| Sep 2020 | $491.2M | $489.5M | $1.6M | 15 | 0 |
| Jun 2020 | $491.2M | $489.5M | $1.6M | 15 | 0 |
| May 2020 | $491.2M | $489.5M | $1.6M | 15 | 0 |
| Apr 2020 | $491.2M | $489.5M | $1.6M | 15 | 0 |
| Mar 2020 | $491.2M | $489.5M | $1.6M | 15 | 0 |
| Oct 2019 | $430M | $428.5M | $1.6M | 11 | 0 |
| Aug 2019 | $430M | $428.5M | $1.6M | 11 | 0 |
| Apr 2019 | $430M | $428.5M | $1.6M | 11 | 0 |
| Mar 2019 | $430M | $428.5M | $1.6M | 11 | 0 |
| Sep 2018 | $421M | $419.4M | $1.6M | 10 | 5 |
| Mar 2018 | $421M | $419.4M | $1.6M | 10 | 5 |
| Jun 2017 | $347.1M | $345.5M | $1.6M | 9 | 400 |
| Mar 2017 | $347.1M | $345.5M | $1.6M | 9 | 400 |
| Jan 2017 | $312.3M | $310.8M | $1.5M | 9 | 400 |
| Nov 2016 | $312.3M | $310.8M | $1.5M | 9 | 400 |
| Sep 2016 | $312.3M | $310.8M | $1.5M | 8 | 400 |
| Mar 2016 | $312.3M | $310.8M | $1.5M | 8 | 400 |
| Feb 2016 | $540.2M | $358.9M | $181.3M | 8 | 400 |
| Apr 2015 | $540.2M | $358.9M | $181.3M | 8 | 400 |
| Apr 2015 | $540.2M | $358.9M | $181.3M | 8 | 400 |
| Mar 2015 | $540.2M | $358.9M | $181.3M | 8 | 400 |
| Feb 2015 | $542.7M | $370.5M | $172.2M | 9 | 400 |
| Jul 2014 | $542.7M | $370.5M | $172.2M | 9 | 400 |
| Mar 2014 | $542.7M | $370.5M | $172.2M | 9 | 400 |
| Mar 2013 | $454.7M | $314.8M | $140M | 8 | 387 |
| Jan 2013 | $358.1M | $255.3M | $102.8M | 4 | 300 |
| Nov 2012 | $358.1M | $255.3M | $102.8M | 4 | 300 |
| Mar 2012 | $358.1M | $255.3M | $102.8M | 6 | 300 |
| Aug 2011 | $357M | $258.1M | $98.9M | 10 | -- |
| Apr 2011 | $357M | $258.1M | $98.9M | 10 | -- |
| Mar 2011 | $357M | $258.1M | $98.9M | 10 | -- |
| Mar 2010 | $298.2M | $217.6M | $80.6M | 10 | -- |
| Mar 2008 | $209.7M | $209.7M | $0 | 10 | -- |
| Jan 2008 | $196.4M | $196.4M | $0 | 10 | -- |
| Apr 2007 | $196.4M | $196.4M | $0 | 10 | -- |
| Mar 2007 | $196.4M | $196.4M | $0 | 10 | -- |
| Mar 2004 | $101.5M | $101.5M | $0 | 5 | -- |
| Apr 2002 | $93.8M | $93.8M | $0 | 5 | -- |
DateMar 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$1.6M
Employees22
Clients15
DateSep 2024
Total AUM$857.9M
Discretionary$857.9M
Non-Disc.$0
Employees19
Clients15
DateMar 2024
Total AUM$857.9M
Discretionary$857.9M
Non-Disc.$0
Employees19
Clients15
DateMar 2024
Total AUM$707.9M
Discretionary$707.4M
Non-Disc.$493.2K
Employees19
Clients15
DateNov 2023
Total AUM$707.9M
Discretionary$707.4M
Non-Disc.$493.2K
Employees19
Clients15
DateNov 2023
Total AUM$707.9M
Discretionary$707.4M
Non-Disc.$493.2K
Employees19
Clients15
DateOct 2023
Total AUM$707.9M
Discretionary$707.4M
Non-Disc.$493.2K
Employees19
Clients15
DateOct 2023
Total AUM$707.9M
Discretionary$707.4M
Non-Disc.$493.2K
Employees19
Clients15
DateApr 2023
Total AUM$707.9M
Discretionary$707.4M
Non-Disc.$493.2K
Employees19
Clients15
DateMar 2023
Total AUM$707.9M
Discretionary$707.4M
Non-Disc.$493.2K
Employees19
Clients15
DateMar 2022
Total AUM$703.1M
Discretionary$701.5M
Non-Disc.$1.5M
Employees19
Clients15
DateMar 2021
Total AUM$567.3M
Discretionary$565.7M
Non-Disc.$1.6M
Employees17
Clients10
DateOct 2020
Total AUM$491.2M
Discretionary$489.5M
Non-Disc.$1.6M
Employees15
Clients0
DateSep 2020
Total AUM$491.2M
Discretionary$489.5M
Non-Disc.$1.6M
Employees15
Clients0
DateJun 2020
Total AUM$491.2M
Discretionary$489.5M
Non-Disc.$1.6M
Employees15
Clients0
DateMay 2020
Total AUM$491.2M
Discretionary$489.5M
Non-Disc.$1.6M
Employees15
Clients0
DateApr 2020
Total AUM$491.2M
Discretionary$489.5M
Non-Disc.$1.6M
Employees15
Clients0
DateMar 2020
Total AUM$491.2M
Discretionary$489.5M
Non-Disc.$1.6M
Employees15
Clients0
DateOct 2019
Total AUM$430M
Discretionary$428.5M
Non-Disc.$1.6M
Employees11
Clients0
DateAug 2019
Total AUM$430M
Discretionary$428.5M
Non-Disc.$1.6M
Employees11
Clients0
DateApr 2019
Total AUM$430M
Discretionary$428.5M
Non-Disc.$1.6M
Employees11
Clients0
DateMar 2019
Total AUM$430M
Discretionary$428.5M
Non-Disc.$1.6M
Employees11
Clients0
DateSep 2018
Total AUM$421M
Discretionary$419.4M
Non-Disc.$1.6M
Employees10
Clients5
DateMar 2018
Total AUM$421M
Discretionary$419.4M
Non-Disc.$1.6M
Employees10
Clients5
DateJun 2017
Total AUM$347.1M
Discretionary$345.5M
Non-Disc.$1.6M
Employees9
Clients400
DateMar 2017
Total AUM$347.1M
Discretionary$345.5M
Non-Disc.$1.6M
Employees9
Clients400
DateJan 2017
Total AUM$312.3M
Discretionary$310.8M
Non-Disc.$1.5M
Employees9
Clients400
DateNov 2016
Total AUM$312.3M
Discretionary$310.8M
Non-Disc.$1.5M
Employees9
Clients400
DateSep 2016
Total AUM$312.3M
Discretionary$310.8M
Non-Disc.$1.5M
Employees8
Clients400
DateMar 2016
Total AUM$312.3M
Discretionary$310.8M
Non-Disc.$1.5M
Employees8
Clients400
DateFeb 2016
Total AUM$540.2M
Discretionary$358.9M
Non-Disc.$181.3M
Employees8
Clients400
DateApr 2015
Total AUM$540.2M
Discretionary$358.9M
Non-Disc.$181.3M
Employees8
Clients400
DateApr 2015
Total AUM$540.2M
Discretionary$358.9M
Non-Disc.$181.3M
Employees8
Clients400
DateMar 2015
Total AUM$540.2M
Discretionary$358.9M
Non-Disc.$181.3M
Employees8
Clients400
DateFeb 2015
Total AUM$542.7M
Discretionary$370.5M
Non-Disc.$172.2M
Employees9
Clients400
DateJul 2014
Total AUM$542.7M
Discretionary$370.5M
Non-Disc.$172.2M
Employees9
Clients400
DateMar 2014
Total AUM$542.7M
Discretionary$370.5M
Non-Disc.$172.2M
Employees9
Clients400
DateMar 2013
Total AUM$454.7M
Discretionary$314.8M
Non-Disc.$140M
Employees8
Clients387
DateJan 2013
Total AUM$358.1M
Discretionary$255.3M
Non-Disc.$102.8M
Employees4
Clients300
DateNov 2012
Total AUM$358.1M
Discretionary$255.3M
Non-Disc.$102.8M
Employees4
Clients300
DateMar 2012
Total AUM$358.1M
Discretionary$255.3M
Non-Disc.$102.8M
Employees6
Clients300
DateAug 2011
Total AUM$357M
Discretionary$258.1M
Non-Disc.$98.9M
Employees10
Clients--
DateApr 2011
Total AUM$357M
Discretionary$258.1M
Non-Disc.$98.9M
Employees10
Clients--
DateMar 2011
Total AUM$357M
Discretionary$258.1M
Non-Disc.$98.9M
Employees10
Clients--
DateMar 2010
Total AUM$298.2M
Discretionary$217.6M
Non-Disc.$80.6M
Employees10
Clients--
DateMar 2008
Total AUM$209.7M
Discretionary$209.7M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$196.4M
Discretionary$196.4M
Non-Disc.$0
Employees10
Clients--
DateApr 2007
Total AUM$196.4M
Discretionary$196.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$196.4M
Discretionary$196.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$101.5M
Discretionary$101.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$93.8M
Discretionary$93.8M
Non-Disc.$0
Employees5
Clients--