Wealth Dimensions Group Ltd
Legal Name: WEALTH DIMENSIONS GROUP, LTD.
Full Contact Details
Wealth Dimensions Group Ltd
7870 E KEMPER ROAD, SUITE 330, CINCINNATI, OH
513-554-6000
513-554-6006
Other Info
Wealth Dimensions Group Ltd, also known as Wealth Dimensions Group, Ltd., is an Ohio Limited Liability Company with 11 employees, 7 of whom are employees in advisory roles. Though the number of clients served by the firm is unknown, its SEC status is listed as Approved, with a registration date of Nov 8, 1990.
Wealth Dimensions: Cincinnati Fee-Only Wealth Management Firm | Private Wealth MGMT Solutions | Financial Planning Services Near Me | Fidelity Investments
We're a Cincinnati-based fee-only wealth management firm serving doctors, dentists, business owners, and corporate executives. Call us at (513) 554-6000 for wealth management services.
Direct Owners
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DOUGLAS PAUL LOFTUS
MANAGING MEMBER owns more than 25% but less than 50%
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MICHAEL EARL MCCAW
MANAGING MEMBER owns more than 10% but less than 25%
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PATRICK DANIEL HAYES
CHIEF COMPLIANCE OFFICER owns less than 5%
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THOMAS ALFRED CURTI
MANAGING MEMBER owns more than 25% but less than 50%