CRD: 107618
Wealth Dimensions Group, Ltd.
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-08-1990
- Office Locations
- 1
Office Locations
About Wealth Dimensions Group, Ltd.
Wealth Dimensions Group is a boutique, independent RIA in Cincinnati and one of the longest-standing in the market (30+ years). The firm serves affluent families, retirees, and business owners with a discovery-led planning process, a comprehensive plan, and ongoing collaboration, including retirement, tax, and legacy planning. Portfolios emphasize asset allocation and risk management, often implemented with mutual funds and ETFs, with custody at Fidelity/NFS.
Team overview
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CRM
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Investment Themes
Investment Vehicles
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Technology
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 11 owners & executives
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THOMAS M COONEY
Financial Advisor, General Partner
- CRD
- #2183398
Showing 1 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,221,257,104 | $462,247 |
| Non-Discretionary | $13,922,395 | $994,457 |
| Total | $1,235,179,499 | $465,053 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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