{
  "crd_number": 107618,
  "slug": "wealth-dimensions-group-ltd-cincinnati-oh-107618",
  "primary_business_name": "WEALTH DIMENSIONS GROUP, LTD.",
  "legal_name": "WEALTH DIMENSIONS GROUP, LTD.",
  "dbas": [],
  "city": "Cincinnati",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "17140",
  "metro": {
    "cbsa_code": "17140",
    "common_name": "Cincinnati",
    "msa_name": "Cincinnati, OH-KY-IN",
    "path": "/advisors/oh/cincinnati"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1990-11-08",
  "years_registered": 35,
  "period": "2026-10-01",
  "filing_date": "2026-07-30",
  "carried_forward": false,
  "raum_total": 1235179499.0,
  "raum_discretionary": 1221257104.0,
  "raum_non_discretionary": 13922395.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 21,
  "advisory_employees": 12,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 34948990.0,
      "count": 12
    },
    "individuals": {
      "raum": 79451806.0,
      "count": 330
    },
    "pension_profit_sharing": {
      "raum": 79625808.0,
      "count": 33
    },
    "high_net_worth_individuals": {
      "raum": 1022145213.0,
      "count": 374
    },
    "corporations_other_businesses": {
      "raum": 19007682.0,
      "count": 20
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "IN",
    "KY",
    "MI",
    "NC",
    "NY",
    "OH",
    "TN",
    "TX"
  ],
  "websites": [
    "https://facebook.com/Wealth-Dimensions-112679767991396",
    "https://linkedin.com/COMPANY/WEALTH-DIMENSIONS-GROUP-LTD",
    "https://wealthdimensions.com",
    "https://youtube.com/@wealthdimensions"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107618",
  "city_as_filed": "CINCINNATI",
  "url": "https://advisorcensus.com/firm/wealth-dimensions-group-ltd-cincinnati-oh-107618",
  "display_name": "Wealth Dimensions Group, Ltd.",
  "summary": "Wealth Dimensions Group, Ltd. is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 1990, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 30, 2026.",
  "citation": "AdvisorCensus. Wealth Dimensions Group, Ltd. (CRD 107618): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Wealth Dimensions Group, Ltd. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wealth Dimensions Group, Ltd. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Wealth Dimensions Group, Ltd. located?",
      "a": "Wealth Dimensions Group, Ltd.'s principal office is in Cincinnati, OH, according to its Form ADV."
    },
    {
      "q": "Is Wealth Dimensions Group, Ltd. registered with the SEC or a state?",
      "a": "Wealth Dimensions Group, Ltd. is an SEC-registered investment advisory firm, registered since 1990. Status as filed: Approved. CRD 107618."
    },
    {
      "q": "How much does Wealth Dimensions Group, Ltd. manage?",
      "a": "Wealth Dimensions Group, Ltd. reports $1,235,179,499 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (99% discretionary)."
    },
    {
      "q": "How have Wealth Dimensions Group, Ltd.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Wealth Dimensions Group, Ltd.: Regulatory assets under management: $567,299,956 in the October 2021 data and $1,235,179,499 in the October 2026 data, up 118%. Total employees: 17 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Wealth Dimensions Group, Ltd. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (374); individuals (other than high net worth individuals) (330); pension and profit sharing plans (but not the plan participants or government pension plans) (33)."
    },
    {
      "q": "Which custodians does Wealth Dimensions Group, Ltd. use?",
      "a": "Wealth Dimensions Group, Ltd.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Wealth Dimensions Group, Ltd. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107618"
    },
    {
      "q": "What changed in Wealth Dimensions Group, Ltd.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $1,025,066,050 to $1,235,179,499 (+20%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 567299956.0,
      "total_employees": 17,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 703066853.0,
      "total_employees": 19,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 707888549.0,
      "total_employees": 19,
      "filing_date": "2023-04-13"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 857881023.0,
      "total_employees": 19,
      "filing_date": "2024-09-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1025066050.0,
      "total_employees": 22,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1235179499.0,
      "total_employees": 21,
      "filing_date": "2026-07-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,025,066,050 to $1,235,179,499 (+20%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/wealth-dimensions-group-ltd-cincinnati-oh-107618.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 330,
      "fewer_than_5": false,
      "raum": 79451806.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 374,
      "fewer_than_5": false,
      "raum": 1022145213.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 33,
      "fewer_than_5": false,
      "raum": 79625808.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 12,
      "fewer_than_5": false,
      "raum": 34948990.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 20,
      "fewer_than_5": false,
      "raum": 19007682.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107618",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}