What departments does Wealth Dimensions have?

Wealth Dimensions has employees across 2 departments including Customer Success, Marketing.

What is the largest department at Wealth Dimensions?

The largest department at Wealth Dimensions is Customer Success with 1 employees.

Where are Wealth Dimensions employees located globally?

Wealth Dimensions has employees across 2 continents and 2 countries including South Africa, United States Of America.

How has Wealth Dimensions's team size changed over time?

Wealth Dimensions's team has decreased from approximately 21 to 17 employees based on available data.

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Wealth Dimensions Employee Directory

Financial ServicesOhio, United States11-50 Employees

Wealth Dimensions Group, Ltd is a financial planning and wealth advisory firm in the financial services industry. Based in Cincinnati, Ohio, it operates as an SEC-registered investment adviser serving clients across the United States. The firm delivers comprehensive, personalized wealth management for affluent individuals and families, focusing on clarifying complex finances and supporting life goals.

It positions itself as a boutique firm with a high standard of care and a transparent, consultative approach that informs client decision-making. Its services are designed to integrate wealth strategies with quality of life and impact, extending beyond traditional investment management. In July 2021, Isla Carey Vogelpohl joined the team as Client Ambassador, reflecting ongoing client-focused expansion.

Wealth Dimensions Global Highlights

North America
22

United States Of America
22

Africa
1

South Africa
1

Wealth Dimensions's Leadership

M. C.
Client Services Representative
Mobile Phone
Email
E. F.
Marketing Administrator
Mobile Phone
Email

Wealth Dimensions Employee Metrics

100%

50%

2026

2025

Finance
Administrative
Business
Marketing
Other
Banking
Accounting
Analytics
Arts & Design
Community & Social Services

Contact profiles from Wealth Dimensions

Name

Title

Contact Info

Location

Last Update

M. C.
Client Services Representative
Mobile Phone
Email
May 31, 2026
E. F.
Marketing Administrator
Mobile Phone
Email
South AfricaGauteng
Mar 27, 2026

Frequently Asked Questions

What is Wealth Dimensions known for?

Wealth Dimensions was founded in 1986 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-513-554-****

. Explore Wealth Dimensions's company overview page for more information.

What is Wealth Dimensions's most common email format?

Wealth Dimensions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealth Dimensions email formats with LeadIQ.

How many employees does Wealth Dimensions have currently?

Wealth Dimensions has approximately 17 employees as of July 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Wealth Dimensions's key employees and leadership?

As of July 2026, Wealth Dimensions's key employees include:

Client Services Representative: M. C.
Marketing Administrator: E. F.

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Wealth Dimensions Employee Directory

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