CRD: 266787
Wealth Dimensions Family Office, INC
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-24-2015
- Office Locations
- 1
Office Locations
About Wealth Dimensions Family Office, INC
Wealth Dimensions Family Office is a boutique, independent financial planning and investment advisory firm based in Cincinnati with roots going back more than 30 years. It guides individuals and families through a discovery-led process, a comprehensive plan, and ongoing collaboration to simplify complex financial decisions. Investment work emphasizes asset allocation and risk management using public funds and ETFs, with access to alternatives when appropriate; accounts are custodied with Fidelity/NFS.
Team overview
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CRM
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Owner & Executives
THOMAS ALFRED CURTI
Financial Advisor, General Partner, Managing Member, VICE PRESIDENT
- CRD
- #1033019
- Ownership
- 25% but less than 50%
DOUGLAS PAUL LOFTUS
Co-founder, Managing Member, and Financial Advisor
- CRD
- #1179499
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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MATTHEW SCOTT BOLSER
PARTNER, Senior Portfolio Manager
- CRD
- --
THOMAS M COONEY
Financial Advisor, General Partner
- CRD
- #2183398
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $625,928,679 | $4,671,110 |
| Non-Discretionary | $0 | -- |
| Total | $625,928,679 | $4,671,110 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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