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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- JUNE
- Registration Date
- --
- Latest Filing
- Sep 26, 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 |
|---|---|---|---|---|
| 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 | |
| Hayes, Patrick, Daniel | I | CHIEF LEGAL OFFICER | NA | |
| PETTIT, KENTON, KELLER | I | CHIEF COMPLIANCE OFFICER | NA | |
| Williams, Karey, Ann | I | CHIEF COMPLIANCE OFFICER | NA | |
| Williams, Karey, Ann | I | CHIEF COMPLIANCE OFFICER | NA | |
| CURTI, THOMAS, ALFRED | I | SHAREHOLDER, PRESIDENT | C | Control |
| CURTI, THOMAS, ALFRED | I | SHAREHOLDER, PRESIDENT | C | Control |
| CURTI, THOMAS, ALFRED | I | SHAREHOLDER, PRESIDENT | C | Control |
| CURTI, THOMAS, ALFRED | I | SHAREHOLDER, VICE PRESIDENT | C | Control |
| CURTI, THOMAS, ALFRED | I | SHAREHOLDER, VICE PRESIDENT | C | Control |
| CURTI, THOMAS, ALFRED | I | SHAREHOLDER, VICE PRESIDENT | C | Control |
| CURTI, THOMAS, ALFRED | I | SHAREHOLDER, VICE PRESIDENT | C | Control |
| CURTI, THOMAS, ALFRED | I | SHAREHOLDER, VICE PRESIDENT | C | Control |
| CURTI, THOMAS, ALFRED | I | SHAREHOLDER, VICE PRESIDENT | C | Control |
| CURTI, THOMAS, ALFRED | I | SHAREHOLDER, VICE PRESIDENT | C | Control |
| CURTI, THOMAS, ALFRED | I | SHAREHOLDER, VICE PRESIDENT | C | Control |
| CURTI, THOMAS, ALFRED | I | SHAREHOLDER, VICE PRESIDENT | C | Control |
| CURTI, THOMAS, ALFRED | I | SHAREHOLDER, VICE PRESIDENT | C | Control |
| CURTI, THOMAS, ALFRED | I | SHAREHOLDER, VICE PRESIDENT | C | Control |
| CURTI, THOMAS, ALFRED | I | SHAREHOLDER, VICE PRESIDENT | C | Control |
| CURTI, THOMAS, ALFRED | I | SHAREHOLDER, VICE PRESIDENT | C | Control |
| CURTI, THOMAS, ALFRED | I | SHAREHOLDER, VICE PRESIDENT | C | Control |
| CURTI, THOMAS, ALFRED | I | SHAREHOLDER, VICE PRESIDENT | C | Control |
| CURTI, THOMAS, ALFRED | I | SHAREHOLDER, VICE PRESIDENT | C | Control |
| CURTI, THOMAS, ALFRED | I | SHAREHOLDER, VICE PRESIDENT | C | Control |
| CURTI, THOMAS, ALFRED | I | SHAREHOLDER, VICE PRESIDENT | C | Control |
| CURTI, THOMAS, ALFRED | I | SHAREHOLDER, VICE PRESIDENT | C | Control |
| LOFTUS, DOUGLAS, PAUL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| LOFTUS, DOUGLAS, PAUL | I | SHAREHOLDER, VICE PRESIDENT, SECRETARY | C | Control |
| LOFTUS, DOUGLAS, PAUL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| LOFTUS, DOUGLAS, PAUL | I | SHAREHOLDER, VICE PRESIDENT, SECRETARY | C | Control |
| LOFTUS, DOUGLAS, PAUL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| LOFTUS, DOUGLAS, PAUL | I | SHAREHOLDER, VICE PRESIDENT, SECRETARY | C | Control |
| LOFTUS, DOUGLAS, PAUL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| LOFTUS, DOUGLAS, PAUL | I | SHAREHOLDER, PRESIDENT, SECRETARY | C | Control |
| LOFTUS, DOUGLAS, PAUL | I | CHIEF COMPLIANCE OFFICER | C | Control |
| LOFTUS, DOUGLAS, PAUL | I | SHAREHOLDER, PRESIDENT, SECRETARY | C | Control |
| LOFTUS, DOUGLAS, PAUL | I | SHAREHOLDER, PRESIDENT, SECRETARY | C | Control |
| LOFTUS, DOUGLAS, PAUL | I | SHAREHOLDER, PRESIDENT, SECRETARY | C | Control |
| LOFTUS, DOUGLAS, PAUL | I | SHAREHOLDER, PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER | C | Control |
| LOFTUS, DOUGLAS, PAUL | I | SHAREHOLDER, PRESIDENT, SECRETARY | C | Control |
| LOFTUS, DOUGLAS, PAUL | I | SHAREHOLDER, PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER | C | Control |
| LOFTUS, DOUGLAS, PAUL | I | SHAREHOLDER, PRESIDENT, SECRETARY | C | Control |
| LOFTUS, DOUGLAS, PAUL | I | SHAREHOLDER, PRESIDENT, SECRETARY | C | Control |
| LOFTUS, DOUGLAS, PAUL | I | SHAREHOLDER, PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER | C | Control |
| LOFTUS, DOUGLAS, PAUL | I | SHAREHOLDER, PRESIDENT, SECRETARY | C | Control |
| LOFTUS, DOUGLAS, PAUL | I | SHAREHOLDER, PRESIDENT, SECRETARY | C | Control |
| LOFTUS, DOUGLAS, PAUL | I | SHAREHOLDER, PRESIDENT, SECRETARY | C | Control |
| LOFTUS, DOUGLAS, PAUL | I | SHAREHOLDER, PRESIDENT, SECRETARY | C | Control |
| LOFTUS, DOUGLAS, PAUL | I | SHAREHOLDER, PRESIDENT, SECRETARY | C | Control |
| LOFTUS, DOUGLAS, PAUL | I | SHAREHOLDER, PRESIDENT, SECRETARY | C | Control |
| LOFTUS, DOUGLAS, PAUL | I | SHAREHOLDER, PRESIDENT, SECRETARY | C | Control |
| LOFTUS, DOUGLAS, PAUL | I | SHAREHOLDER, PRESIDENT, SECRETARY | C | Control |
| LOFTUS, DOUGLAS, PAUL | I | SHAREHOLDER, PRESIDENT, SECRETARY | C | Control |
| VOGELPOHL, DANIEL, DAVID | I | SHAREHOLDER AND FINANCIAL ADVISOR | C | Control |
| VOGELPOHL, DANIEL, DAVID | I | SHAREHOLDER AND FINANCIAL ADVISOR | C | Control |
| VOGELPOHL, DANIEL, DAVID | I | SHAREHOLDER AND FINANCIAL ADVISOR | C | Control |
| VOGELPOHL, DANIEL, DAVID | I | SHAREHOLDER AND FINANCIAL ADVISOR | C | Control |
| VOGELPOHL, DANIEL, DAVID | I | SHAREHOLDER AND FINANCIAL ADVISOR | C | Control |
| VOGELPOHL, DANIEL, DAVID | I | SHAREHOLDER AND FINANCIAL ADVISOR | C | Control |
| MCCAW, MICHAEL, EARL | I | SHAREHOLDER, VICE PRESIDENT | B | Control |
| MCCAW, MICHAEL, EARL | I | SHAREHOLDER, VICE PRESIDENT | B | Control |
| MCCAW, MICHAEL, EARL | I | SHAREHOLDER, VICE PRESIDENT | B | Control |
| MCCAW, MICHAEL, EARL | I | SHAREHOLDER, VICE PRESIDENT | B | Control |
| MCCAW, MICHAEL, EARL | I | SHAREHOLDER, VICE PRESIDENT | B | Control |
| MCCAW, MICHAEL, EARL | I | SHAREHOLDER, VICE PRESIDENT | B | Control |
| MCCAW, MICHAEL, EARL | I | SHAREHOLDER, VICE PRESIDENT | B | Control |
| MCCAW, MICHAEL, EARL | I | SHAREHOLDER, VICE PRESIDENT | B | Control |
| MCCAW, MICHAEL, EARL | I | SHAREHOLDER, VICE PRESIDENT | B | Control |
| MCCAW, MICHAEL, EARL | I | SHAREHOLDER, VICE PRESIDENT | B | Control |
| MCCAW, MICHAEL, EARL | I | SHAREHOLDER, VICE PRESIDENT | B | Control |
| MCCAW, MICHAEL, EARL | I | SHAREHOLDER, VICE PRESIDENT | B | Control |
| MCCAW, MICHAEL, EARL | I | SHAREHOLDER, VICE PRESIDENT | B | Control |
| MCCAW, MICHAEL, EARL | I | SHAREHOLDER, VICE PRESIDENT | B | Control |
| MCCAW, MICHAEL, EARL | I | SHAREHOLDER, VICE PRESIDENT | B | Control |
| MCCAW, MICHAEL, EARL | I | SHAREHOLDER, VICE PRESIDENT | B | Control |
Registrations
Federal
IA
Sep 26, 2025 REGISTERED
Notice Filings (1)
OH
Address
7870 E KEMPER ROADSUITE 210
CINCINNATI, OH 45249
United States
Phone: (513) 945-1030