WEALTH DIMENSIONS GROUP, LTD.

CRD #107618 SEC #801-37668 CINCINNATI, OH 513-554-6000

SEC Registered

Total AUM

$1B

Discretionary

$1B

Employees

Clients

251

Accounts

2,466

Firm Details

Organization Type: Limited Liability Company
State of Formation: Ohio
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 31, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BOLSER, MATTHEW, SCOTT	I	PARTNER AND SENIOR PORTFOLIO MANAGER	NA	Control
BOLSER, MATTHEW, SCOTT	I	PARTNER AND SENIOR PORTFOLIO MANAGER	NA	Control
BOLSER, MATTHEW, SCOTT	I	PARTNER AND SENIOR PORTFOLIO MANAGER	NA	Control
Hayes, Patrick, Daniel	I	CHIEF COMPLIANCE OFFICER	NA	Control
Hayes, Patrick, Daniel	I	CHIEF COMPLIANCE OFFICER	NA	Control
Hayes, Patrick, Daniel	I	CHIEF COMPLIANCE OFFICER	NA	Control
Hayes, Patrick, Daniel	I	CHIEF COMPLIANCE OFFICER	NA	Control
Hayes, Patrick, Daniel	I	CHIEF COMPLIANCE OFFICER	NA	Control
Hayes, Patrick, Daniel	I	CHIEF COMPLIANCE OFFICER	NA	Control
Hayes, Patrick, Daniel	I	CHIEF COMPLIANCE OFFICER	NA	Control
Hayes, Patrick, Daniel	I	CHIEF COMPLIANCE OFFICER	NA	Control
Hayes, Patrick, Daniel	I	CHIEF COMPLIANCE OFFICER	NA	Control
Hayes, Patrick, Daniel	I	CHIEF COMPLIANCE OFFICER	NA	Control
Hayes, Patrick, Daniel	I	CHIEF COMPLIANCE OFFICER	NA	Control
Hayes, Patrick, Daniel	I	CHIEF COMPLIANCE OFFICER	NA	Control
Hayes, Patrick, Daniel	I	CHIEF COMPLIANCE OFFICER	NA	Control
Hayes, Patrick, Daniel	I	CHIEF COMPLIANCE OFFICER	NA	Control
Hayes, Patrick, Daniel	I	CHIEF COMPLIANCE OFFICER	NA	Control
Hayes, Patrick, Daniel	I	CHIEF COMPLIANCE OFFICER	NA	Control
Hayes, Patrick, Daniel	I	CHIEF COMPLIANCE OFFICER	NA	Control
Hayes, Patrick, Daniel	I	CHIEF LEGAL OFFICER	NA
Loftus, Eric, Michael	I	PARTNER AND FINANCIAL ADVISER	NA	Control
Loftus, Eric, Michael	I	PARTNER AND FINANCIAL ADVISER	NA	Control
Loftus, Eric, Michael	I	PARTNER AND FINANCIAL ADVISER	NA	Control
PETTIT, KENTON, KELLER	I	CHIEF COMPLIANCE OFFICER	NA
Williams, Karey, Ann	I	CHIEF COMPLIANCE OFFICER	NA
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	D	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	D	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	D	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	D	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER	D	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER	D	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
CURTI, THOMAS, ALFRED	I	MANAGING MEMBER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER, CCO	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER, CCO	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER, CCO	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER, CCO	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER, CCO	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER	C	Control
LOFTUS, DOUGLAS, PAUL	I	MANAGING MEMBER	C	Control
MCCAW, MICHAEL, E	I	MANAGING MEMBER	C	Control
MCCAW, MICHAEL, E	I	MANAGING MEMBER	C	Control
VOGELPOHL, DANIEL, DAVID	I	PRINCIPAL AND FINANCIAL ADVISOR	C	Control
VOGELPOHL, DANIEL, DAVID	I	PRINCIPAL AND FINANCIAL ADVISOR	C	Control
VOGELPOHL, DANIEL, DAVID	I	PRINCIPAL AND FINANCIAL ADVISOR	C	Control
VOGELPOHL, DANIEL, DAVID	I	PRINCIPAL AND FINANCIAL ADVISOR	C	Control
VOGELPOHL, DANIEL, DAVID	I	PRINCIPAL AND FINANCIAL ADVISOR	C	Control
VOGELPOHL, DANIEL, DAVID	I	PRINCIPAL AND FINANCIAL ADVISOR	C	Control
VOGELPOHL, DANIEL, DAVID	I	PRINCIPAL AND FINANCIAL ADVISOR	C	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
MCCAW, MICHAEL, EARL	I	MANAGING MEMBER	B	Control
OBERHOLZER, CHRISTOPHER, ROBERT	I	MANAGING MEMBER	B
OBERHOLZER, CHRISTOPHER, ROBERT	I	MANAGING MEMBER	B
OBERHOLZER, CHRISTOPHER, ROBERT	I	MANAGING MEMBER	B
OBERHOLZER, CHRISTOPHER, ROBERT	I	MANAGING MEMBER	B
OBERHOLZER, CHRISTOPHER, ROBERT	I	MANAGING MEMBER	B
OBERHOLZER, CHRISTOPHER, ROBERT	I	MANAGING MEMBER	B
OBERHOLZER, CHRISTOPHER, ROBERT	I	MANAGING MEMBER	B
VOGELPOHL, DANIEL, DAVID	I	PRINCIPAL AND FINANCIAL ADVISOR	B	Control
VOGELPOHL, DANIEL, DAVID	I	PRINCIPAL AND FINANCIAL ADVISOR	B	Control
VOGELPOHL, DANIEL, DAVID	I	PRINCIPAL AND FINANCIAL ADVISOR	B	Control
VOGELPOHL, DANIEL, DAVID	I	PRINCIPAL AND FINANCIAL ADVISOR	B	Control
VOGELPOHL, DANIEL, DAVID	I	PRINCIPAL AND FINANCIAL ADVISOR	B	Control
VOGELPOHL, DANIEL, DAVID	I	PRINCIPAL AND FINANCIAL ADVISOR	B	Control
VOGELPOHL, DANIEL, DAVID	I	PRINCIPAL AND FINANCIAL ADVISOR	B	Control
VOGELPOHL, DANIEL, DAVID	I	PRINCIPAL AND FINANCIAL ADVISOR	B	Control
VOGELPOHL, DANIEL, DAVID	I	PRINCIPAL AND FINANCIAL ADVISOR	B	Control
VOGELPOHL, DANIEL, DAVID	I	PRINCIPAL AND FINANCIAL ADVISOR	B	Control
VOGELPOHL, DANIEL, DAVID	I	PRINCIPAL AND FINANCIAL ADVISOR	B	Control

Registrations

Federal

Mar 31, 2025 REGISTERED

Notice Filings (13)

CA CO FL IL IN KY MI NC NY OH PA TN TX

Address

7870 E KEMPER ROAD
SUITE 210
CINCINNATI, OH 45249
United States

Phone: 513-554-6000