Wealth Dimensions: Detailed Company Information & Corporate Profile
Contact top employees from
Wealth Dimensions
Summary
Wealth Dimensions is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Cincinnati, Ohio, USA. The number of employees ranges from 25 to 100. The annual revenue of Wealth Dimensions varies between 10M and 50M. Total funding of the company - $350K. To connect with Wealth Dimensions employee register on SignalHire.
| Wealth Dimensions Website | WealthDimensions.com |
| Social Links |  |
| Phone Number | (513) 554-6000 |
| Industries | |
| Wealth Dimensions Headquarters address | 7870 East Kemper Road, Cincinnati, OH, 45249 US |
| Company Size | 10-50 employees |
| Specialties | Investment management, Retirement planning, College planning, Financial planning, Financial planning for corporate executives, Charitable Planning, Financial planning for women, Financial planning for business owners, Investment management for nonprofits, Financial planning for doctors, Financial planning for dentists, Comprehensive wealth management |
| SIC Code | 6189, 6199 |
| DMA Code | Cincinnati Metropolitan Area |
| Founded | 1986 |
| Estimated Annual Revenue | $10M - 50M |
| Operating Status | Independent Company |
Competitors
Name | Founded | Type | Employees | Revenue | Funding |
|---|---|---|---|---|---|
| 2000 | Partnership | 1-10 | 6.9M | $- | |
| 2013 | Privately Held | 10-50 | 24.5M | $- | |
| 1986 | - | 1-10 | 2.5M | $- | |
| 1998 | - | 10-50 | - | $- |
Workforce Turnover
Length of Employment
Wealth Dimensions's workforce includes employees across a wide range of tenure levels.
20% have been with the company for 5 to 7 years80% have been with the company for more than 11 yearsContact top employees from
Wealth Dimensions
Matt BolserPartner & Portfolio Manager
Email (3)m*********r@fidelity.com
, m*****r@wealthdimensions.com
, h**********e@gmail.com
Phone (1)+1-***-***-1563
Robert FeatherFinancial Planner
Email (4)r************r@fmr.com
, r******r@wealthdimensions.com
, r************r@fidelity.com
, ...
Phone (1)+1-***-***-2009
Morgain CleggClient Services Representative
Email (3)m****************g@ferguson.com
, m****g@nationwide.com
, m****g@wealthdimensions.com
Phone (1)+1-***-***-5649
Dan VogelpohlPrincipal
Email (4)d********l@wealthdimensions.com
, v*******l@53.com
, d**************l@53.com
, ...
Phone (1)+1-***-***-2826
Tyler VogelpohlPortfolio Management Associate
Email (4)t***@montgomeryinn.com
, t***@hotmail.com
, t***@vectormarketing.com
, ...
Phone (3)+1-323-***-**15
, +1-623-***-**74
, ...
Eric LoftusPartner and Financial Advisor
Email (5)e**c@wealthdimensions.com
, e*********s@wealthdimensions.com
, e*****s@wealthdimensions.com
, ...
Phone (2)+1-205-***-**70
, +1-909-***-**45
Doug LoftusFounding Partner, Wealth Advisor and Certified Financial Planner (CFP) for Dental Professionals
Email (6)d*****s@wealthdimensions.com
, b***********2@flash.net
, d*****s@sfs.us
, ...
Phone (1)+1-***-***-3416
Erik SmithCERTIFIED FINANCIAL PLANNER™ and Financial Advisor
Email (4)s***@aol.com
, s***@wealthdimensions.com
, s***@ubs.com
, ...
Phone (3)+1-909-***-**59
, +1-870-***-**33
, ...
Kayla LuckeFinancial Planner
Email (4)l***@53.com
, l***@usbank.com
, l***@yahoo.com
, ...
Phone (1)+1-909-***-**72
Companies Similar to Wealth Dimensions
Wealth Dimensions Corporate Information: FAQ
Wealth Dimensions operates in the Finance industries. More details can be found on the official website: WealthDimensions.com.
The headquarters of Wealth Dimensions are located in Cincinnati, United States.
You can contact Wealth Dimensions by phone at (513) 554-6000.
Wealth Dimensions currently employs 10-50 people.
Wealth Dimensions's revenue is approximately 11.3M.
Well-known competitors of Wealth Dimensions include Marietta Investment Partners, Virtue Capital Management, MPI Wealth Management and ASI Wealth Management.
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