WEALTH DIMENSIONS GROUP, LTD.
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Company Profile
| AUM* | 1,861,108,178 29% |
| of that, discretionary | 1,847,185,783 12% |
| Number of Employees | 37 -3% |
| of those in investment advisory functions | 22 |
| Private Fund GAV* | 0 |
| Avg Account Size | 667,064 5% |
| High Net Worth | 49.30% 3% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Other
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Recent News
Reported AUM
2B
1B
1B
943M
707M
471M
236M
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name UHY LLP | Filing Date04/22/2026 | Form ADV-E View Report |
| Accounting Firm Name FLYNN & COMPANY | Filing Date12/17/2024 | Form ADV-E View Report |
| Accounting Firm Name FLYNN & COMPANY | Filing Date01/31/2024 | Form ADV-E View Report |