Wealth Dimensions: Detailed Company Information & Corporate Profile
Contact top employees from
Wealth Dimensions
Summary
Wealth Dimensions is a private company. The business currently specializes in Financial Services area. Wealth Dimensions's headquarter is located at Cincinnati, Ohio, USA. The number of employees is at least 25. Register with SignalHire to connect with Wealth Dimensions employees and management.
| 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 |
|---|---|---|---|
| 2000 | Partnership | 1-10 | |
| 2013 | Privately Held | 10-50 | |
| 1986 | - | 1-10 |
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
Kayla LuckeFinancial Planner
Robert FeatherFinancial Planner
Morgain CleggClient Services Representative
Sean PaddockFinancial Advisor
Dan VogelpohlPrincipal
Tyler VogelpohlPortfolio Management Associate
Tom SchillerFinancial Advisor
Eric LoftusPartner and Financial Advisor
Doug LoftusFounding Partner, Wealth Advisor and Certified Financial Planner (CFP) for Dental Professionals
Erik SmithCERTIFIED FINANCIAL PLANNER™ and Financial Advisor
Tom CurtiCo-founder, Managing Member, and Financial Advisor
Isla VogelpohlClient Ambassador
Lisa BruewerClient Services and Office Manager
Kayla LuckeFinancial Planner
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.
Wealth Dimensions has offices located in Cincinnati, US.
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.
Well-known competitors of Wealth Dimensions include Marietta Investment Partners, Virtue Capital Management and MPI Wealth Management.
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