WEALTH DIMENSIONS FAMILY OFFICE, INC
CRD #266787 SEC #801-100393 CINCINNATI, OH (513) 945-1030
SEC Registered
Total AUM
$625.9M
Discretionary
$625.9M
Employees
16
Clients
11
Accounts
134
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $625.9M | $625.9M | $0 | 16 | 0 |
| Mar 2025 | $583.8M | $583.8M | $0 | 16 | 0 |
| Sep 2024 | $583.8M | $583.8M | $0 | 16 | 0 |
| Apr 2024 | $520M | $520M | $0 | 14 | 0 |
| Mar 2024 | $520M | $520M | $0 | 14 | 0 |
| Nov 2023 | $520M | $520M | $0 | 14 | 0 |
| Sep 2023 | $520M | $520M | $0 | 14 | 0 |
| Sep 2022 | $459.5M | $459.5M | $0 | 14 | 0 |
| Sep 2021 | $552.6M | $552.6M | $0 | 13 | 0 |
| Oct 2020 | $449.4M | $449.4M | $0 | 9 | 0 |
| Sep 2020 | $449.4M | $449.4M | $0 | 9 | 0 |
| Jun 2020 | $382.4M | $382.4M | $0 | 8 | 1 |
| Jun 2020 | $382.4M | $382.4M | $0 | 8 | 1 |
| Sep 2019 | $382.4M | $382.4M | $0 | 8 | 1 |
| Aug 2019 | $345.8M | $345.8M | $0 | 5 | 0 |
| Sep 2018 | $345.8M | $345.8M | $0 | 5 | 0 |
| Mar 2018 | $309.5M | $309.5M | $0 | 5 | 0 |
| Sep 2017 | $309.5M | $309.5M | $0 | 5 | 1 |
| Sep 2016 | $278.2M | $278.2M | $0 | 3 | 1 |
| Sep 2015 | $0 | $0 | $0 | 3 | 0 |
| Jun 2015 | $0 | $0 | $0 | 3 | 0 |
| Jun 2015 | $0 | $0 | $0 | 3 | 0 |
DateSep 2025
Total AUM$625.9M
Discretionary$625.9M
Non-Disc.$0
Employees16
Clients0
DateMar 2025
Total AUM$583.8M
Discretionary$583.8M
Non-Disc.$0
Employees16
Clients0
DateSep 2024
Total AUM$583.8M
Discretionary$583.8M
Non-Disc.$0
Employees16
Clients0
DateApr 2024
Total AUM$520M
Discretionary$520M
Non-Disc.$0
Employees14
Clients0
DateMar 2024
Total AUM$520M
Discretionary$520M
Non-Disc.$0
Employees14
Clients0
DateNov 2023
Total AUM$520M
Discretionary$520M
Non-Disc.$0
Employees14
Clients0
DateSep 2023
Total AUM$520M
Discretionary$520M
Non-Disc.$0
Employees14
Clients0
DateSep 2022
Total AUM$459.5M
Discretionary$459.5M
Non-Disc.$0
Employees14
Clients0
DateSep 2021
Total AUM$552.6M
Discretionary$552.6M
Non-Disc.$0
Employees13
Clients0
DateOct 2020
Total AUM$449.4M
Discretionary$449.4M
Non-Disc.$0
Employees9
Clients0
DateSep 2020
Total AUM$449.4M
Discretionary$449.4M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$382.4M
Discretionary$382.4M
Non-Disc.$0
Employees8
Clients1
DateJun 2020
Total AUM$382.4M
Discretionary$382.4M
Non-Disc.$0
Employees8
Clients1
DateSep 2019
Total AUM$382.4M
Discretionary$382.4M
Non-Disc.$0
Employees8
Clients1
DateAug 2019
Total AUM$345.8M
Discretionary$345.8M
Non-Disc.$0
Employees5
Clients0
DateSep 2018
Total AUM$345.8M
Discretionary$345.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$309.5M
Discretionary$309.5M
Non-Disc.$0
Employees5
Clients0
DateSep 2017
Total AUM$309.5M
Discretionary$309.5M
Non-Disc.$0
Employees5
Clients1
DateSep 2016
Total AUM$278.2M
Discretionary$278.2M
Non-Disc.$0
Employees3
Clients1
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0