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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WEALTH DIMENSIONS FAMILY OFFICE, INC

CRD 266787

CINCINNATI, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1f0b231e-cd01-20aa-8b0c-40ecf1969e44

Data as of Jul 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 6
On other graphs: 1
Observed: Jun 11, 2015 to Jul 30, 2026
23 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Wealth Dimensions Family Office, Inc

Family office · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $626MItem 5.F on the latest filing (2026-07-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $626M
Private client RAUM: $625MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $89.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 16
Advisory employees: 10
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 134
Individual clients: 0
High net worth clients: 13
Custody, client assets: $657M
SEC number: 801-100393
CRD: 266787
Filings on the tape: 23
First filed: Jun 11, 2015
Latest filed: Jul 30, 2026
Organised: Corporation, OH

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CURTI, THOMAS, ALFRED	SHAREHOLDER, VICE PRESIDENT	C	yes	06/2015	Jun 11, 2015	Sep 27, 2024
LOFTUS, DOUGLAS, PAUL	SHAREHOLDER, PRESIDENT, SECRETARY	C	yes	06/2015	Jun 11, 2015	Sep 27, 2024
VOGELPOHL, DANIEL, DAVID	SHAREHOLDER AND FINANCIAL ADVISOR	C	yes	06/2023	Nov 28, 2023	Sep 27, 2024
PETTIT, KENTON, KELLER	CHIEF COMPLIANCE OFFICER	Na	no	09/2024	Sep 27, 2024	Sep 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
WEALTH DIMENSIONS GROUP, LTD.	n/a	Independent wealth	$1.2B	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 10 of 11

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 31, 2025	$584M	$584M	16	11	0	n/a	n/a
2023	Sep 28, 2023	$520M	$520M	14	9	0	n/a	n/a
2022	Sep 28, 2022	$460M	$460M	14	9	0	n/a	n/a
2021	Sep 29, 2021	$553M	$553M	13	8	0	n/a	n/a
2020	Sep 29, 2020	$449M	$449M	9	7	0	n/a	n/a
2019	Sep 27, 2019	$382M	$382M	8	7	0	n/a	n/a
2018	Sep 27, 2018	$346M	$346M	5	3	0	n/a	n/a
2017	Sep 29, 2017	$310M	$310M	5	2	n/a	n/a	n/a
2016	Sep 21, 2016	$278M	$278M	3	2	n/a	n/a	n/a
2015	Sep 17, 2015	$0	$0	3	2	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$626M	$520M	20.4%	$553M	4.2%	16	14	0	0

Relationships

Affiliated with (2)

→ WEALTH DIMENSIONS GROUP, LTD.Registered adviserother investment adviser, common control
factForm ADV
← WEALTH DIMENSIONS GROUP, LTD.Registered adviserother investment adviser, common control
factForm ADV

Registered with (7)

← ERIK CHRISTOPHER SMITHAdvisorregistration: current employment
Sep 29, 2022 to presentfactForm ADV
← ROBERT FLEMING FEATHERAdvisorregistration: current employment
Sep 29, 2022 to presentfactForm ADV
← Eric Michael LoftusAdvisorregistration: current employment
Sep 29, 2022 to presentfactForm ADV
← THOMAS M COONEYAdvisorregistration: current employment
Feb 28, 2020 to presentfactForm ADV
← DANIEL DAVID VOGELPOHLAdvisorregistration: current employment
Sep 26, 2018 to presentfactForm ADV
← THOMAS ALFRED CURTIAdvisorregistration: current employment
Aug 8, 2018 to presentfactForm ADV
← DOUGLAS PAUL LOFTUSAdvisorregistration: current employment
Aug 8, 2018 to presentfactForm ADV

Controls (3)

← CURTI, THOMAS, ALFREDOwnerSHAREHOLDER, VICE PRESIDENT, ownership code C, individual
Jun 11, 2015 to Sep 27, 2024factForm ADV
← LOFTUS, DOUGLAS, PAULOwnerSHAREHOLDER, PRESIDENT, SECRETARY, ownership code C, individual
Jun 11, 2015 to Sep 27, 2024factForm ADV
← VOGELPOHL, DANIEL, DAVIDOwnerSHAREHOLDER AND FINANCIAL ADVISOR, ownership code C, individual
Nov 28, 2023 to Sep 27, 2024factForm ADV

Owns (1)

← PETTIT, KENTON, KELLEROwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 27, 2024 to Sep 27, 2024factForm ADV

Dated events

Occurred
Sep 27, 2024
Control person left
Daniel Patrick Hayes (Chief Compliance Officer) no longer on Schedule A of Wealth Dimensions Family Office, Inc (listed 2024-04-10, absent 2024-09-27)
Form ADVobserved 3 days ago
Occurred
Nov 28, 2023
Control person left
Earl Michael Mccaw (Shareholder, Vice President) no longer on Schedule A of Wealth Dimensions Family Office, Inc (listed 2023-09-28, absent 2023-11-28)
Form ADVobserved 3 days ago
Occurred
Nov 28, 2023
Control person joined
David Daniel Vogelpohl (Shareholder And Financial Advisor) appeared on Schedule A of Wealth Dimensions Family Office, Inc
Form ADVobserved 3 days ago
Occurred
Sep 29, 2020
Control person joined
Daniel Patrick Hayes (Chief Compliance Officer) appeared on Schedule A of Wealth Dimensions Family Office, Inc
Form ADVobserved 3 days ago
Occurred
Sep 27, 2019
Control person left
Daniel Patrick Hayes (Chief Compliance Officer) no longer on Schedule A of Wealth Dimensions Family Office, Inc (listed 2019-08-29, absent 2019-09-27)
Form ADVobserved 3 days ago
Occurred
Jun 11, 2015
First Form ADV filing
Wealth Dimensions Family Office, Inc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1f0b231e-cd01-20aa-8b0c-40ecf1969e44
First observed: Jun 11, 2015
Last observed: Jul 30, 2026 51 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WEALTH DIMENSIONS FAMILY OFFICE, INC

CRD 266787

CINCINNATI, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1f0b231e-cd01-20aa-8b0c-40ecf1969e44

Data as of Jul 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:31 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CURTI, THOMAS, ALFRED

SHAREHOLDER, VICE PRESIDENT

yes

06/2015

Jun 11, 2015

Sep 27, 2024

LOFTUS, DOUGLAS, PAUL

SHAREHOLDER, PRESIDENT, SECRETARY

yes

06/2015

Jun 11, 2015

Sep 27, 2024

VOGELPOHL, DANIEL, DAVID

SHAREHOLDER AND FINANCIAL ADVISOR

yes

06/2023

Nov 28, 2023

Sep 27, 2024

PETTIT, KENTON, KELLER

CHIEF COMPLIANCE OFFICER

09/2024

Sep 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WEALTH DIMENSIONS GROUP, LTD.

n/a

Independent wealth

$1.2B

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 31, 2025

$584M

n/a

2023

Sep 28, 2023

$520M

n/a

2022

Sep 28, 2022

$460M

n/a

2021

Sep 29, 2021

$553M

n/a

2020

Sep 29, 2020

$449M

n/a

2019

Sep 27, 2019

$382M

n/a

2018

Sep 27, 2018

$346M

n/a

2017

Sep 29, 2017

$310M

n/a

2016

Sep 21, 2016

$278M

n/a

2015

Sep 17, 2015

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$626M

$520M

20.4%

$553M

4.2%