# Wealth Dimensions Group, Ltd.

> 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.

- CRD: 107618
- Filed as: WEALTH DIMENSIONS GROUP, LTD.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: July 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107618
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-dimensions-group-ltd-cincinnati-oh-107618

## Quick answers

**How is Wealth Dimensions Group, Ltd. compensated?**
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).

**Where is Wealth Dimensions Group, Ltd. located?**
Wealth Dimensions Group, Ltd.'s principal office is in Cincinnati, OH, according to its Form ADV.

**Is Wealth Dimensions Group, Ltd. registered with the SEC or a state?**
Wealth Dimensions Group, Ltd. is an SEC-registered investment advisory firm, registered since 1990. Status as filed: Approved. CRD 107618.

**How much does Wealth Dimensions Group, Ltd. manage?**
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).

**How have Wealth Dimensions Group, Ltd.'s assets and staff changed since 2021?**
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.

**What types of clients does Wealth Dimensions Group, Ltd. serve?**
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).

**Which custodians does Wealth Dimensions Group, Ltd. use?**
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.

**Does Wealth Dimensions Group, Ltd. report any disciplinary disclosures?**
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

**What changed in Wealth Dimensions Group, Ltd.'s recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,235,179,499
- Discretionary: $1,221,257,104
- Non-discretionary: $13,922,395

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 330 | $79,451,806 |
| High net worth individuals | 374 | $1,022,145,213 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 33 | $79,625,808 |
| Charitable organizations | 12 | $34,948,990 |
| Corporations or other businesses not listed above | 20 | $19,007,682 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 1990 (35 years)
- Employees: 21 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, IN, KY, MI, NC, NY, OH, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealthdimensions.com
- Facebook @Wealth-Dimensions-112679767991396
- LinkedIn @WEALTH-DIMENSIONS-GROUP-LTD
- YouTube @wealthdimensions

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $567,299,956 | 17 | March 29, 2021 |
| October 2022 | $703,066,853 | 19 | March 30, 2022 |
| October 2023 | $707,888,549 | 19 | April 13, 2023 |
| October 2024 | $857,881,023 | 19 | September 27, 2024 |
| October 2025 | $1,025,066,050 | 22 | March 31, 2025 |
| October 2026 | $1,235,179,499 | 21 | July 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Dimensions Group, Ltd. (CRD 107618): Form ADV filing data as of October 2026.