AdFi
WD

Wealth Dimensions Family Office, Inc

SEC Registered
Cincinnati, OH(513) 945-1030
Assets Under Management
$500M–$1B
Office Locations
1 office
Total Accounts
134

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthOther

Leadership

Patrick Daniel Hayes
CHIEF COMPLIANCE OFFICER
Thomas Alfred Curti
SHAREHOLDER, VICE PRESIDENT
Douglas Paul Loftus
SHAREHOLDER, PRESIDENT, SECRETARY
Daniel David Vogelpohl
SHAREHOLDER AND FINANCIAL ADVISOR

Office locations

1 office in 1 state
OH
CincinnatiHQ

Advisors at this firm

7 advisors in the directory

Regulatory & compliance

CRD number
#266787
SEC Number
801-100393
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Flat Fee

Data as of September 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Wealth Dimensions Family Office, Inc has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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