Wealth Dimensions Group, Ltd.
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 769
- Avg AUM / client
- $1.6M
- Accounts
- 2,656
- Employees
- 21
AUM over time
Annual snapshots from Form ADV filings · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 330 | $79.5M | 6.43% |
| High net worth individuals | 374 | $1.0B | 82.8% |
| Pension and profit sharing plans | 33 | $79.6M | 6.45% |
| Charitable organizations | 12 | $34.9M | 2.83% |
| Corporations and other businesses | 20 | $19.0M | 1.54% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Douglas Paul Loftus | Managing Member | CFP | Dec 1997 (29y) | 25% – 50% |
| Thomas Alfred Curti | Managing Member | CFP | Dec 1997 (29y) | 25% – 50% |
| Eric Michael Loftus | Partner And Financial Adviser | CFP | Jan 2017 (10y) | Less than 5% |
| Daniel David Vogelpohl | Principal And Financial Advisor | Jun 2017 (9y) | 25% – 50% | |
| Bolser, Matthew, Scott | Partner And Senior Portfolio Manager | Feb 2024 (3y) | Less than 5% | |
| Pettit, Kenton, Keller | Chief Compliance Officer | Sep 2024 (2y) | Less than 5% | |
| Erik Christopher Smith | Registered representative | CFP | Jun 2017 (9y) | |
| Thomas M Cooney | Registered representative | CFP | Jul 2019 (7y) | |
| Thomas Joseph Schiller | Registered representative | CFP | Feb 2020 (6y) | |
| Sean Christopher Paddock | Registered representative | Jan 2021 (6y) | ||
| Robert Fleming Feather | Registered representative | CFP Chartered Financial Consultant | Feb 2022 (4y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $1.2B (94% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗