Wealth Dimensions Family Office, Inc
- Regulatory AUM
- $626M
- Discretionary
- $626M
- Clients
- 16
- Avg AUM / client
- $39.1M
- Accounts
- 134
- Employees
- 16
AUM over time
Annual snapshots from Form ADV filings · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 13 | $625M | 99.9% |
| Other | 3 | $572K | 0.09% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Douglas Paul Loftus | Shareholder, President, Secretary | CFP | Jun 2015 (11y) | 25% – 50% |
| Thomas Alfred Curti | Shareholder, Vice President | CFP | Jun 2015 (11y) | 25% – 50% |
| Daniel David Vogelpohl | Shareholder And Financial Advisor | Sep 2018 (8y) | 25% – 50% | |
| Pettit, Kenton, Keller | Chief Compliance Officer | Sep 2024 (2y) | Less than 5% | |
| Thomas M Cooney | Registered representative | CFP | Feb 2020 (6y) | |
| Erik Christopher Smith | Registered representative | CFP | Sep 2022 (4y) | |
| Eric Michael Loftus | Registered representative | CFP | Sep 2022 (4y) | |
| Robert Fleming Feather | Registered representative | CFP Chartered Financial Consultant | Sep 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) | 09/25/2025 | 1.06 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
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $626M (100% of AUM) Sep 2025
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) ↗